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 | $117,598 | $88,672+32.6% | $105,223+11.8% | $82,448+42.6% |
| Participation rate | 68.6% | 67.9%+0.6pp | 75.0%-6.5pp | 68.1%+0.5pp |
| Annual return | 17.90% | 30.86%-13.0pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,532 | $3,048-16.9% | $3,689-31.3% | $2,551-0.7% |
| Participant deferral / active EE | $5,100 | $4,036+26.4% | $5,072+0.6% | $4,139+23.2% |
| Admin fee / account holder | $1,227 | $7,146-82.8% | $8,859-86.2% | $7,234-83.0% |