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 | $130,992 | $111,535+17.4% | $105,223+24.5% | $137,256-4.6% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 80.0%-25.8pp |
| Annual return | 14.14% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,378 | $3,939-39.6% | $3,689-35.5% | $4,156-42.8% |
| Participant deferral / active EE | $3,951 | $5,500-28.2% | $5,072-22.1% | $6,407-38.3% |
| Admin fee / account holder | $4,139 | $9,721-57.4% | $8,859-53.3% | $12,270-66.3% |