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 | $14,775 | $146,267-89.9% | $197,124-92.5% | $82,448-82.1% |
| Participation rate | 82.9% | 84.0%-1.1pp | 86.7%-3.8pp | 68.1%+14.9pp |
| Annual return | 46.17% | 29.61%+16.6pp | 44.34%+1.8pp | 41.64%+4.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,460 | $7,035-8.2% | $9,135-29.3% | $4,139+56.1% |
| Admin fee / account holder | $312 | $14,422-97.8% | $16,298-98.1% | $7,234-95.7% |