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 | $196,460 | $102,245+92.1% | $89,340+119.9% | $137,256+43.1% |
| Participation rate | 63.6% | 74.9%-11.3pp | 69.6%-5.9pp | 80.0%-16.3pp |
| Annual return | 14.03% | 21.89%-7.9pp | 20.57%-6.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $9,091 | $2,529+259.4% | $2,231+307.4% | $4,156+118.7% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,432 | $8,085-69.9% | $6,704-63.7% | $12,270-80.2% |