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 | $85,417 | $51,604+65.5% | $129,295-33.9% | $80,874+5.6% |
| Participation rate | 65.4% | 57.0%+8.4pp | 69.6%-4.2pp | 67.6%-2.3pp |
| Annual return | 13.23% | 20.76%-7.5pp | 9429.28%-9416.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,634 | $1,585+3.1% | $4,157-60.7% | $2,756-40.7% |
| Participant deferral / active EE | $3,119 | $2,670+16.8% | $4,169-25.2% | $4,297-27.4% |
| Admin fee / account holder | $2,616 | $4,310-39.3% | $7,665-65.9% | $6,935-62.3% |