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 8-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 | $92,960 | $154,228-39.7% | $145,433-36.1% | $137,256-32.3% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.8pp | 80.0%-32.6pp |
| Annual return | 16.74% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,848 | $4,804-40.7% | $4,554-37.5% | $4,156-31.5% |
| Participant deferral / active EE | $7,968 | $8,216-3.0% | $7,897+0.9% | $6,407+24.4% |
| Admin fee / account holder | $360 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |