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 | $113,353 | $154,228-26.5% | $145,433-22.1% | $137,256-17.4% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 13.41% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $6,053 | $4,804+26.0% | $4,554+32.9% | $4,156+45.7% |
| Participant deferral / active EE | $7,816 | $8,216-4.9% | $7,897-1.0% | $6,407+22.0% |
| Admin fee / account holder | $2,158 | $14,344-85.0% | $13,129-83.6% | $12,270-82.4% |