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 | $116,758 | $101,618+14.9% | $93,063+25.5% | $137,256-14.9% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 11.66% | 223.95%-212.3pp | 34.15%-22.5pp | 220.34%-208.7pp |
| Employer contribution / active EE | $597 | $2,707-77.9% | $2,476-75.9% | $4,156-85.6% |
| Participant deferral / active EE | $4,893 | $4,279+14.3% | $3,958+23.6% | $6,407-23.6% |
| Admin fee / account holder | $378 | $6,198-93.9% | $6,033-93.7% | $12,270-96.9% |