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 7-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 | $161,880 | $112,729+43.6% | $98,716+64.0% | $137,256+17.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 14.46% | 38.48%-24.0pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,642 | $2,725-3.1% | $2,279+15.9% | $4,156-36.4% |
| Participant deferral / active EE | $13,346 | $4,640+187.6% | $4,048+229.7% | $6,407+108.3% |
| Admin fee / account holder | $1,020 | $10,129-89.9% | $8,703-88.3% | $12,270-91.7% |