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 | $147,019 | $106,749+37.7% | $145,433+1.1% | $82,448+78.3% |
| Participation rate | 58.6% | 75.6%-17.0pp | 82.1%-23.5pp | 68.1%-9.4pp |
| Annual return | 17.91% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,674 | $3,444-51.4% | $4,554-63.3% | $2,551-34.4% |
| Participant deferral / active EE | $4,866 | $6,519-25.3% | $7,897-38.4% | $4,139+17.6% |
| Admin fee / account holder | $1,061 | $8,390-87.4% | $13,129-91.9% | $7,234-85.3% |