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 10-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 | $241,632 | $97,125+148.8% | $86,233+180.2% | $137,256+76.0% |
| Participation rate | 54.2% | 74.2%-20.0pp | 69.0%-14.9pp | 80.0%-25.8pp |
| Annual return | 14.36% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $601 | $2,841-78.8% | $2,504-76.0% | $4,156-85.5% |
| Participant deferral / active EE | $5,721 | $5,180+10.4% | $4,559+25.5% | $6,407-10.7% |
| Admin fee / account holder | $2,388 | $9,725-75.4% | $8,342-71.4% | $12,270-80.5% |