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 8-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 | $214,842 | $154,228+39.3% | $145,433+47.7% | $137,256+56.5% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 19.23% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $6,253 | $4,804+30.2% | $4,554+37.3% | $4,156+50.5% |
| Participant deferral / active EE | $9,500 | $8,216+15.6% | $7,897+20.3% | $6,407+48.3% |
| Admin fee / account holder | $14,365 | $14,344+0.2% | $13,129+9.4% | $12,270+17.1% |