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 | $55,612 | $71,057-21.7% | $93,654-40.6% | $80,874-31.2% |
| Participation rate | 56.9% | 60.4%-3.5pp | 68.7%-11.9pp | 67.6%-10.8pp |
| Annual return | 20.76% | 11.26%+9.5pp | 133.34%-112.6pp | 35.62%-14.9pp |
| Employer contribution / active EE | $2,711 | $1,564+73.3% | $2,421+12.0% | $2,756-1.6% |
| Participant deferral / active EE | $4,536 | $4,034+12.4% | $4,413+2.8% | $4,297+5.6% |
| Admin fee / account holder | $566 | $6,944-91.9% | $8,282-93.2% | $6,935-91.8% |