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 | $11,600 | $124,425-90.7% | $112,040-89.6% | $137,256-91.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.07% | 24.72%+0.3pp | 24.52%+0.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,103 | $3,411-38.4% | $2,954-28.8% | $4,156-49.4% |
| Participant deferral / active EE | $4,524 | $5,718-20.9% | $5,098-11.3% | $6,407-29.4% |
| Admin fee / account holder | $1,026 | $15,207-93.3% | $12,098-91.5% | $12,270-91.6% |