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 | $83,145 | $51,638+61.0% | $68,368+21.6% | $82,448+0.8% |
| Participation rate | 59.1% | 63.6%-4.5pp | 73.8%-14.7pp | 68.1%-9.0pp |
| Annual return | 14.53% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,699 | $2,047-17.0% | $2,649-35.9% | $2,551-33.4% |
| Participant deferral / active EE | $5,807 | $2,914+99.3% | $4,123+40.8% | $4,139+40.3% |
| Admin fee / account holder | $3,744 | $4,643-19.4% | $5,150-27.3% | $7,234-48.3% |