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 | $220,961 | $102,382+115.8% | $147,005+50.3% | $80,874+173.2% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 16.41% | 134.89%-118.5pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,975 | $3,715-19.9% | $4,934-39.7% | $2,756+8.0% |
| Participant deferral / active EE | $6,682 | $6,646+0.5% | $8,070-17.2% | $4,297+55.5% |
| Admin fee / account holder | $1,763 | $7,942-77.8% | $13,006-86.4% | $6,935-74.6% |