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 | $224,096 | $178,174+25.8% | $156,181+43.5% | $137,256+63.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 100.56% | 84.19%+16.4pp | 64.87%+35.7pp | 220.34%-119.8pp |
| Employer contribution / active EE | $3,678 | $4,972-26.0% | $4,294-14.3% | $4,156-11.5% |
| Participant deferral / active EE | $8,524 | $6,888+23.7% | $6,132+39.0% | $6,407+33.0% |
| Admin fee / account holder | $2,045 | $17,404-88.3% | $14,586-86.0% | $12,270-83.3% |