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 | $70,417 | $132,634-46.9% | $115,768-39.2% | $137,256-48.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 12.34% | 160.70%-148.4pp | 100.46%-88.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,871 | $3,360-14.6% | $2,940-2.4% | $4,156-30.9% |
| Participant deferral / active EE | $6,442 | $5,619+14.7% | $4,917+31.0% | $6,407+0.5% |
| Admin fee / account holder | $1,189 | $15,028-92.1% | $12,439-90.4% | $12,270-90.3% |