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 | $103,389 | $154,228-33.0% | $145,433-28.9% | $137,256-24.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.23% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,459 | $4,804-69.6% | $4,554-68.0% | $4,156-64.9% |
| Participant deferral / active EE | $4,320 | $8,216-47.4% | $7,897-45.3% | $6,407-32.6% |
| Admin fee / account holder | $2,030 | $14,344-85.9% | $13,129-84.5% | $12,270-83.5% |