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 | $126,440 | $76,407+65.5% | $150,298-15.9% | $82,448+53.4% |
| Participation rate | 56.0% | 66.4%-10.4pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 16.77% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,233 | $2,614-14.6% | $4,154-46.2% | $2,551-12.5% |
| Participant deferral / active EE | $1,596 | $3,214-50.4% | $5,453-70.7% | $4,139-61.5% |
| Admin fee / account holder | $491 | $6,352-92.3% | $14,116-96.5% | $7,234-93.2% |