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 | $10,591 | $88,672-88.1% | $105,223-89.9% | $82,448-87.2% |
| Participation rate | 94.1% | 67.9%+26.2pp | 75.0%+19.1pp | 68.1%+26.0pp |
| Annual return | 45.31% | 30.86%+14.5pp | 180.65%-135.3pp | 41.64%+3.7pp |
| Employer contribution / active EE | $3,957 | $3,048+29.8% | $3,689+7.3% | $2,551+55.1% |
| Participant deferral / active EE | $4,588 | $4,036+13.7% | $5,072-9.5% | $4,139+10.8% |
| Admin fee / account holder | $6,438 | $7,146-9.9% | $8,859-27.3% | $7,234-11.0% |