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 8-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 | $114,631 | $97,125+18.0% | $86,233+32.9% | $137,256-16.5% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 23.51% | 74.19%-50.7pp | 61.39%-37.9pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,447 | $2,841-13.9% | $2,504-2.3% | $4,156-41.1% |
| Participant deferral / active EE | $7,772 | $5,180+50.1% | $4,559+70.5% | $6,407+21.3% |
| Admin fee / account holder | $5,209 | $9,725-46.4% | $8,342-37.6% | $12,270-57.5% |