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 | $82,404 | $57,590+43.1% | $86,233-4.4% | $82,448-0.1% |
| Participation rate | 54.3% | 57.9%-3.6pp | 69.0%-14.7pp | 68.1%-13.8pp |
| Annual return | 19.13% | 22.41%-3.3pp | 61.39%-42.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,205 | $1,655+33.2% | $2,504-12.0% | $2,551-13.6% |
| Participant deferral / active EE | $4,889 | $3,080+58.7% | $4,559+7.2% | $4,139+18.1% |
| Admin fee / account holder | $6,866 | $4,730+45.1% | $8,342-17.7% | $7,234-5.1% |