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 | $174,917 | $172,111+1.6% | $150,298+16.4% | $137,256+27.4% |
| Participation rate | 52.4% | 81.7%-29.3pp | 77.8%-25.4pp | 80.0%-27.6pp |
| Annual return | 12.43% | 69.37%-56.9pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,084 | $4,636-55.0% | $4,154-49.8% | $4,156-49.9% |
| Participant deferral / active EE | $6,520 | $6,166+5.7% | $5,453+19.6% | $6,407+1.8% |
| Admin fee / account holder | $22,300 | $16,471+35.4% | $14,116+58.0% | $12,270+81.7% |