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 | $222,583 | $67,823+228.2% | $52,425+324.6% | $137,256+62.2% |
| Participation rate | 43.8% | 63.9%-20.2pp | 55.6%-11.9pp | 80.0%-36.2pp |
| Annual return | 13.02% | 219.11%-206.1pp | 302.12%-289.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $969 | $1,163-16.7% | $914+5.9% | $4,156-76.7% |
| Participant deferral / active EE | $4,091 | $2,288+78.8% | $1,790+128.5% | $6,407-36.1% |
| Admin fee / account holder | $2,183 | $2,844-23.2% | $2,495-12.5% | $12,270-82.2% |