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 | $2,021 | $149,040-98.6% | $120,225-98.3% | $137,256-98.5% |
| Participation rate | 78.6% | 75.4%+3.2pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 33.01% | 605.68%-572.7pp | 439.23%-406.2pp | 220.34%-187.3pp |
| Employer contribution / active EE | $653 | $4,350-85.0% | $3,475-81.2% | $4,156-84.3% |
| Participant deferral / active EE | $784 | $4,655-83.2% | $3,999-80.4% | $6,407-87.8% |
| Admin fee / account holder | $820 | $6,348-87.1% | $5,696-85.6% | $12,270-93.3% |