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 6-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 | $11,800 | $88,672-86.7% | $105,223-88.8% | $82,448-85.7% |
| Participation rate | 70.9% | 67.9%+3.0pp | 75.0%-4.2pp | 68.1%+2.8pp |
| Annual return | 24.29% | 30.86%-6.6pp | 180.65%-156.4pp | 41.64%-17.4pp |
| Employer contribution / active EE | $1,052 | $3,048-65.5% | $3,689-71.5% | $2,551-58.8% |
| Participant deferral / active EE | $2,094 | $4,036-48.1% | $5,072-58.7% | $4,139-49.4% |
| Admin fee / account holder | $2,091 | $7,146-70.7% | $8,859-76.4% | $7,234-71.1% |