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 9-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 | $28,256 | $95,453-70.4% | $112,040-74.8% | $82,448-65.7% |
| Participation rate | 73.9% | 72.8%+1.2pp | 76.5%-2.6pp | 68.1%+5.8pp |
| Annual return | 16.96% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,329 | $2,318-42.7% | $2,954-55.0% | $2,551-47.9% |
| Participant deferral / active EE | $2,819 | $4,224-33.2% | $5,098-44.7% | $4,139-31.9% |
| Admin fee / account holder | $3,118 | $9,013-65.4% | $12,098-74.2% | $7,234-56.9% |