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 | $241,804 | $178,174+35.7% | $156,181+54.8% | $137,256+76.2% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.8%-14.5pp | 80.0%-15.7pp |
| Annual return | 14.56% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,251 | $4,972-54.7% | $4,294-47.6% | $4,156-45.8% |
| Participant deferral / active EE | $7,203 | $6,888+4.6% | $6,132+17.5% | $6,407+12.4% |
| Admin fee / account holder | $2,519 | $17,404-85.5% | $14,586-82.7% | $12,270-79.5% |