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 8-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 | $91,534 | $88,672+3.2% | $105,223-13.0% | $82,448+11.0% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 17.81% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,351 | $3,048-22.9% | $3,689-36.3% | $2,551-7.9% |
| Participant deferral / active EE | $6,118 | $4,036+51.6% | $5,072+20.6% | $4,139+47.8% |
| Admin fee / account holder | $1,856 | $7,146-74.0% | $8,859-79.1% | $7,234-74.3% |