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 | $202,169 | $132,634+52.4% | $115,768+74.6% | $137,256+47.3% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.4%-21.5pp | 80.0%-27.0pp |
| Annual return | 13.37% | 160.70%-147.3pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,387 | $3,360+0.8% | $2,940+15.2% | $4,156-18.5% |
| Participant deferral / active EE | $6,398 | $5,619+13.9% | $4,917+30.1% | $6,407-0.1% |
| Admin fee / account holder | $3,423 | $15,028-77.2% | $12,439-72.5% | $12,270-72.1% |