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 | $214,321 | $112,729+90.1% | $98,716+117.1% | $137,256+56.1% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 16.51% | 38.48%-22.0pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $708 | $2,725-74.0% | $2,279-68.9% | $4,156-83.0% |
| Participant deferral / active EE | $1,966 | $4,640-57.6% | $4,048-51.4% | $6,407-69.3% |
| Admin fee / account holder | $1,679 | $10,129-83.4% | $8,703-80.7% | $12,270-86.3% |