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 4-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 | $91,969 | $124,425-26.1% | $112,040-17.9% | $137,256-33.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 21.85% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,840 | $3,411-16.8% | $2,954-3.9% | $4,156-31.7% |
| Participant deferral / active EE | $19,628 | $5,718+243.2% | $5,098+285.0% | $6,407+206.4% |
| Admin fee / account holder | $17,131 | $15,207+12.7% | $12,098+41.6% | $12,270+39.6% |