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 | $15,932 | $132,634-88.0% | $115,768-86.2% | $137,256-88.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 124.88% | 160.70%-35.8pp | 100.46%+24.4pp | 220.34%-95.5pp |
| Employer contribution / active EE | $1,923 | $3,360-42.8% | $2,940-34.6% | $4,156-53.7% |
| Participant deferral / active EE | $2,334 | $5,619-58.5% | $4,917-52.5% | $6,407-63.6% |
| Admin fee / account holder | $651 | $15,028-95.7% | $12,439-94.8% | $12,270-94.7% |