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 | $141,059 | $88,360+59.6% | $145,433-3.0% | $67,986+107.5% |
| Participation rate | 42.2% | 65.5%-23.3pp | 82.1%-40.0pp | 57.2%-15.1pp |
| Annual return | 16.25% | 63.15%-46.9pp | 66.58%-50.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,524 | $3,054-50.1% | $4,554-66.5% | $2,019-24.5% |
| Participant deferral / active EE | $3,247 | $5,932-45.3% | $7,897-58.9% | $3,358-3.3% |
| Admin fee / account holder | $14,277 | $3,313+330.9% | $13,129+8.7% | $3,203+345.7% |