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 9-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 | $121,484 | $81,446+49.2% | $103,374+17.5% | $80,874+50.2% |
| Participation rate | 57.6% | 66.9%-9.3pp | 74.5%-16.9pp | 67.6%-10.1pp |
| Annual return | 15.32% | 25.57%-10.2pp | 24.89%-9.6pp | 35.62%-20.3pp |
| Employer contribution / active EE | $2,587 | $3,107-16.7% | $3,869-33.1% | $2,756-6.1% |
| Participant deferral / active EE | $7,261 | $3,870+87.6% | $5,058+43.6% | $4,297+69.0% |
| Admin fee / account holder | $12,527 | $6,715+86.6% | $8,394+49.2% | $6,935+80.6% |