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 | $225,890 | $178,174+26.8% | $156,181+44.6% | $137,256+64.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 17.24% | 84.19%-67.0pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,002 | $4,972-19.5% | $4,294-6.8% | $4,156-3.7% |
| Participant deferral / active EE | $7,737 | $6,888+12.3% | $6,132+26.2% | $6,407+20.8% |
| Admin fee / account holder | $13,510 | $17,404-22.4% | $14,586-7.4% | $12,270+10.1% |