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 3-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 | $4,525 | $76,407-94.1% | $150,298-97.0% | $82,448-94.5% |
| Participation rate | 73.2% | 66.4%+6.8pp | 77.8%-4.5pp | 68.1%+5.1pp |
| Annual return | 203.47% | 39.99%+163.5pp | 62.79%+140.7pp | 41.64%+161.8pp |
| Employer contribution / active EE | $455 | $2,614-82.6% | $4,154-89.1% | $2,551-82.2% |
| Participant deferral / active EE | $1,380 | $3,214-57.1% | $5,453-74.7% | $4,139-66.7% |
| Admin fee / account holder | $754 | $6,352-88.1% | $14,116-94.7% | $7,234-89.6% |