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 5-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 | $140,407 | $154,228-9.0% | $145,433-3.5% | $137,256+2.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.95% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $8,324 | $4,804+73.3% | $4,554+82.8% | $4,156+100.3% |
| Participant deferral / active EE | $12,329 | $8,216+50.0% | $7,897+56.1% | $6,407+92.4% |
| Admin fee / account holder | $2,564 | $14,344-82.1% | $13,129-80.5% | $12,270-79.1% |