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 3-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 | $35,224 | $154,228-77.2% | $145,433-75.8% | $137,256-74.3% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 25.98% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,300 | $4,804-72.9% | $4,554-71.5% | $4,156-68.7% |
| Participant deferral / active EE | $9,597 | $8,216+16.8% | $7,897+21.5% | $6,407+49.8% |
| Admin fee / account holder | $1,418 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |