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 | $98,989 | $45,312+118.5% | $86,233+14.8% | $67,986+45.6% |
| Participation rate | 44.2% | 42.4%+1.7pp | 69.0%-24.8pp | 57.2%-13.0pp |
| Annual return | 16.99% | 24.79%-7.8pp | 61.39%-44.4pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,511 | $1,160+30.3% | $2,504-39.7% | $2,019-25.2% |
| Participant deferral / active EE | $3,089 | $2,185+41.4% | $4,559-32.2% | $3,358-8.0% |
| Admin fee / account holder | $3,542 | $3,295+7.5% | $8,342-57.5% | $3,203+10.6% |