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 3-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 | $15,352 | $146,267-89.5% | $197,124-92.2% | $82,448-81.4% |
| Participation rate | 72.4% | 84.0%-11.6pp | 86.7%-14.3pp | 68.1%+4.3pp |
| Annual return | 23.98% | 29.61%-5.6pp | 44.34%-20.4pp | 41.64%-17.7pp |
| Employer contribution / active EE | $3,054 | $4,723-35.3% | $6,227-51.0% | $2,551+19.7% |
| Participant deferral / active EE | $3,222 | $7,035-54.2% | $9,135-64.7% | $4,139-22.1% |
| Admin fee / account holder | $2,806 | $14,422-80.5% | $16,298-82.8% | $7,234-61.2% |