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 | $234,982 | $178,174+31.9% | $156,181+50.5% | $137,256+71.2% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.8%-50.3pp | 80.0%-51.4pp |
| Annual return | 15.90% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,242 | $4,972-54.9% | $4,294-47.8% | $4,156-46.1% |
| Participant deferral / active EE | $2,982 | $6,888-56.7% | $6,132-51.4% | $6,407-53.5% |
| Admin fee / account holder | $19,032 | $17,404+9.4% | $14,586+30.5% | $12,270+55.1% |