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 | $118,727 | $52,353+126.8% | $120,225-1.2% | $82,448+44.0% |
| Participation rate | 50.8% | 58.3%-7.5pp | 69.6%-18.7pp | 68.1%-17.2pp |
| Annual return | 15.27% | 61.85%-46.6pp | 439.23%-424.0pp | 41.64%-26.4pp |
| Employer contribution / active EE | $665 | $1,510-56.0% | $3,475-80.9% | $2,551-73.9% |
| Participant deferral / active EE | $2,829 | $2,627+7.7% | $3,999-29.3% | $4,139-31.7% |
| Admin fee / account holder | $6,709 | $4,363+53.8% | $5,696+17.8% | $7,234-7.3% |