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 | $161,514 | $201,259-19.7% | $184,200-12.3% | $145,959+10.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.00% | 28.98%-14.0pp | 28.80%-13.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $4,315 | $7,018-38.5% | $6,424-32.8% | $4,661-7.4% |
| Participant deferral / active EE | $17,745 | $9,806+81.0% | $9,132+94.3% | $6,689+165.3% |
| Admin fee / account holder | $33,645 | $16,372+105.5% | $13,907+141.9% | $13,398+151.1% |