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 | $176,980 | $172,111+2.8% | $150,298+17.8% | $137,256+28.9% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 17.59% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,126 | $4,636-75.7% | $4,154-72.9% | $4,156-72.9% |
| Participant deferral / active EE | $3,409 | $6,166-44.7% | $5,453-37.5% | $6,407-46.8% |
| Admin fee / account holder | $38,180 | $16,471+131.8% | $14,116+170.5% | $12,270+211.2% |