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 | $32,512 | $95,453-65.9% | $112,040-71.0% | $82,448-60.6% |
| Participation rate | 90.5% | 72.8%+17.8pp | 76.5%+14.0pp | 68.1%+22.5pp |
| Annual return | 16.67% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,678 | $2,318+15.5% | $2,954-9.3% | $2,551+5.0% |
| Participant deferral / active EE | $5,582 | $4,224+32.2% | $5,098+9.5% | $4,139+34.9% |
| Admin fee / account holder | $3,801 | $9,013-57.8% | $12,098-68.6% | $7,234-47.5% |