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 | $107,880 | $76,407+41.2% | $150,298-28.2% | $82,448+30.8% |
| Participation rate | 52.0% | 66.4%-14.4pp | 77.8%-25.8pp | 68.1%-16.1pp |
| Annual return | 17.66% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,499 | $2,614-42.7% | $4,154-63.9% | $2,551-41.2% |
| Participant deferral / active EE | $4,721 | $3,214+46.9% | $5,453-13.4% | $4,139+14.0% |
| Admin fee / account holder | $1,463 | $6,352-77.0% | $14,116-89.6% | $7,234-79.8% |