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 | $140,209 | $58,627+139.2% | $76,735+82.7% | $82,448+70.1% |
| Participation rate | 64.4% | 63.2%+1.2pp | 69.5%-5.1pp | 68.1%-3.6pp |
| Annual return | 13.64% | 39.10%-25.5pp | 29.77%-16.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,663 | $1,729+54.0% | $2,454+8.5% | $2,551+4.4% |
| Participant deferral / active EE | $3,379 | $3,134+7.8% | $4,088-17.3% | $4,139-18.4% |
| Admin fee / account holder | $17,914 | $5,323+236.6% | $7,189+149.2% | $7,234+147.6% |