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 | $94,198 | $56,060+68.0% | $76,002+23.9% | $80,874+16.5% |
| Participation rate | 58.6% | 62.0%-3.4pp | 69.1%-10.5pp | 67.6%-9.0pp |
| Annual return | 12.52% | 20.54%-8.0pp | 360.07%-347.5pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,457 | $1,873-22.2% | $2,688-45.8% | $2,756-47.1% |
| Participant deferral / active EE | $2,988 | $3,051-2.1% | $4,257-29.8% | $4,297-30.5% |
| Admin fee / account holder | $3,400 | $5,237-35.1% | $6,414-47.0% | $6,935-51.0% |