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 5-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,376 | $83,369-51.6% | $105,223-61.6% | $67,986-40.6% |
| Participation rate | 65.0% | 56.3%+8.8pp | 75.0%-10.0pp | 57.2%+7.8pp |
| Annual return | 22.29% | 24.64%-2.4pp | 180.65%-158.4pp | 31.67%-9.4pp |
| Employer contribution / active EE | $3,051 | $2,541+20.1% | $3,689-17.3% | $2,019+51.1% |
| Participant deferral / active EE | $7,234 | $3,295+119.5% | $5,072+42.6% | $3,358+115.4% |
| Admin fee / account holder | $3,584 | $4,073-12.0% | $8,859-59.5% | $3,203+11.9% |