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 | $97,067 | $111,535-13.0% | $105,223-7.8% | $137,256-29.3% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.0%-22.7pp | 80.0%-27.6pp |
| Annual return | 16.47% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,986 | $3,939-49.6% | $3,689-46.2% | $4,156-52.2% |
| Participant deferral / active EE | $4,099 | $5,500-25.5% | $5,072-19.2% | $6,407-36.0% |
| Admin fee / account holder | $4,816 | $9,721-50.5% | $8,859-45.6% | $12,270-60.7% |