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 9-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 | $112,383 | $172,111-34.7% | $150,298-25.2% | $137,256-18.1% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 15.31% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,125 | $4,636-75.7% | $4,154-72.9% | $4,156-72.9% |
| Participant deferral / active EE | $6,881 | $6,166+11.6% | $5,453+26.2% | $6,407+7.4% |
| Admin fee / account holder | $1,850 | $16,471-88.8% | $14,116-86.9% | $12,270-84.9% |