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 7-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 | $88,993 | $51,638+72.3% | $68,368+30.2% | $82,448+7.9% |
| Participation rate | 65.4% | 63.6%+1.8pp | 73.8%-8.4pp | 68.1%-2.7pp |
| Annual return | 16.67% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,787 | $2,047+36.2% | $2,649+5.2% | $2,551+9.3% |
| Participant deferral / active EE | $6,065 | $2,914+108.2% | $4,123+47.1% | $4,139+46.5% |
| Admin fee / account holder | $1,217 | $4,643-73.8% | $5,150-76.4% | $7,234-83.2% |