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 | $141,071 | $97,125+45.2% | $86,233+63.6% | $137,256+2.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 18.55% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $890 | $2,841-68.7% | $2,504-64.5% | $4,156-78.6% |
| Participant deferral / active EE | $3,330 | $5,180-35.7% | $4,559-27.0% | $6,407-48.0% |
| Admin fee / account holder | $31,091 | $9,725+219.7% | $8,342+272.7% | $12,270+153.4% |