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 | $195,777 | $45,312+332.1% | $86,233+127.0% | $67,986+188.0% |
| Participation rate | 8.9% | 42.4%-33.5pp | 69.0%-60.1pp | 57.2%-48.3pp |
| Annual return | 14.65% | 24.79%-10.1pp | 61.39%-46.7pp | 31.67%-17.0pp |
| Employer contribution / active EE | $418 | $1,160-64.0% | $2,504-83.3% | $2,019-79.3% |
| Participant deferral / active EE | $999 | $2,185-54.3% | $4,559-78.1% | $3,358-70.3% |
| Admin fee / account holder | $1,545 | $3,295-53.1% | $8,342-81.5% | $3,203-51.8% |