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 | $97,930 | $56,060+74.7% | $76,002+28.9% | $80,874+21.1% |
| Participation rate | 16.1% | 62.0%-46.0pp | 69.1%-53.0pp | 67.6%-51.6pp |
| Annual return | 19.12% | 20.54%-1.4pp | 360.07%-340.9pp | 35.62%-16.5pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,386 | $3,051-54.6% | $4,257-67.4% | $4,297-67.7% |
| Admin fee / account holder | $4,625 | $5,237-11.7% | $6,414-27.9% | $6,935-33.3% |