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 3-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 | $144,466 | $81,233+77.8% | $155,567-7.1% | $80,874+78.6% |
| Participation rate | 19.2% | 66.2%-47.0pp | 78.2%-59.0pp | 67.6%-48.4pp |
| Annual return | 12.32% | 33.33%-21.0pp | 64.74%-52.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,294 | $3,452-33.6% | $5,628-59.2% | $4,297-46.6% |
| Admin fee / account holder | $10,013 | $7,998+25.2% | $15,916-37.1% | $6,935+44.4% |