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 | $208,028 | $73,787+181.9% | $98,716+110.7% | $82,448+152.3% |
| Participation rate | 65.6% | 61.4%+4.2pp | 69.3%-3.7pp | 68.1%-2.5pp |
| Annual return | 14.32% | 18.57%-4.2pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,162 | $1,511-23.1% | $2,279-49.0% | $2,551-54.4% |
| Participant deferral / active EE | $5,255 | $3,081+70.5% | $4,048+29.8% | $4,139+27.0% |
| Admin fee / account holder | $17,734 | $6,500+172.8% | $8,703+103.8% | $7,234+145.1% |