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 | $55,405 | $83,369-33.5% | $105,223-47.3% | $67,986-18.5% |
| Participation rate | 61.1% | 56.3%+4.8pp | 75.0%-14.0pp | 57.2%+3.9pp |
| Annual return | 22.92% | 24.64%-1.7pp | 180.65%-157.7pp | 31.67%-8.7pp |
| Employer contribution / active EE | $2,082 | $2,541-18.1% | $3,689-43.6% | $2,019+3.1% |
| Participant deferral / active EE | $3,476 | $3,295+5.5% | $5,072-31.5% | $3,358+3.5% |
| Admin fee / account holder | $5,730 | $4,073+40.7% | $8,859-35.3% | $3,203+78.9% |