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 | $76,887 | $95,453-19.5% | $112,040-31.4% | $82,448-6.7% |
| Participation rate | 34.1% | 72.8%-38.7pp | 76.5%-42.4pp | 68.1%-34.0pp |
| Annual return | 36.62% | 23.92%+12.7pp | 24.52%+12.1pp | 41.64%-5.0pp |
| Employer contribution / active EE | $1,785 | $2,318-23.0% | $2,954-39.6% | $2,551-30.0% |
| Participant deferral / active EE | $2,853 | $4,224-32.5% | $5,098-44.0% | $4,139-31.1% |
| Admin fee / account holder | $2,650 | $9,013-70.6% | $12,098-78.1% | $7,234-63.4% |