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 | $14,276 | $95,453-85.0% | $112,040-87.3% | $82,448-82.7% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 19.74% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,137 | $2,318-50.9% | $2,954-61.5% | $2,551-55.4% |
| Participant deferral / active EE | $2,550 | $4,224-39.6% | $5,098-50.0% | $4,139-38.4% |
| Admin fee / account holder | $1,001 | $9,013-88.9% | $12,098-91.7% | $7,234-86.2% |