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 7-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 | $90,462 | $111,814-19.1% | $93,654-3.4% | $145,959-38.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 9.22% | 203.30%-194.1pp | 133.34%-124.1pp | 561.95%-552.7pp |
| Employer contribution / active EE | $2,774 | $3,092-10.3% | $2,421+14.6% | $4,661-40.5% |
| Participant deferral / active EE | $3,862 | $4,914-21.4% | $4,413-12.5% | $6,689-42.3% |
| Admin fee / account holder | $8,085 | $10,246-21.1% | $8,282-2.4% | $13,398-39.7% |