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 | $78,822 | $51,638+52.6% | $68,368+15.3% | $82,448-4.4% |
| Participation rate | 62.1% | 63.6%-1.5pp | 73.8%-11.7pp | 68.1%-6.0pp |
| Annual return | 15.26% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,171 | $2,047+6.1% | $2,649-18.1% | $2,551-14.9% |
| Participant deferral / active EE | $3,190 | $2,914+9.5% | $4,123-22.6% | $4,139-22.9% |
| Admin fee / account holder | $9,385 | $4,643+102.1% | $5,150+82.2% | $7,234+29.7% |