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 | $126,284 | $73,787+71.1% | $98,716+27.9% | $82,448+53.2% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 16.10% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,860 | $1,511+23.1% | $2,279-18.4% | $2,551-27.1% |
| Participant deferral / active EE | $3,263 | $3,081+5.9% | $4,048-19.4% | $4,139-21.2% |
| Admin fee / account holder | $30,606 | $6,500+370.8% | $8,703+251.7% | $7,234+323.1% |