Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,289 | $178,174-92.5% | $156,181-91.5% | $137,256-90.3% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 37.91% | 84.19%-46.3pp | 64.87%-27.0pp | 220.34%-182.4pp |
| Employer contribution / active EE | $2,741 | $4,972-44.9% | $4,294-36.2% | $4,156-34.0% |
| Participant deferral / active EE | $4,970 | $6,888-27.8% | $6,132-18.9% | $6,407-22.4% |
| Admin fee / account holder | $427 | $17,404-97.5% | $14,586-97.1% | $12,270-96.5% |