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 5-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 | $13,148 | $165,584-92.1% | $142,942-90.8% | $137,256-90.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 23.27% | 164.22%-140.9pp | 113.70%-90.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,978 | $4,725-58.1% | $4,139-52.2% | $4,156-52.4% |
| Participant deferral / active EE | $8,332 | $8,194+1.7% | $7,128+16.9% | $6,407+30.1% |
| Admin fee / account holder | $15,410 | $16,167-4.7% | $12,475+23.5% | $12,270+25.6% |