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 | $118,608 | $85,515+38.7% | $112,040+5.9% | $67,986+74.5% |
| Participation rate | 59.8% | 68.2%-8.4pp | 76.5%-16.7pp | 57.2%+2.6pp |
| Annual return | 17.96% | 29.68%-11.7pp | 24.52%-6.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,238 | $2,191-43.5% | $2,954-58.1% | $2,019-38.7% |
| Participant deferral / active EE | $4,243 | $4,014+5.7% | $5,098-16.8% | $3,358+26.4% |
| Admin fee / account holder | $12,322 | $3,774+226.5% | $12,098+1.9% | $3,203+284.7% |