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 | $143,709 | $57,057+151.9% | $85,009+69.1% | $80,874+77.7% |
| Participation rate | 34.2% | 56.4%-22.1pp | 67.5%-33.3pp | 67.6%-33.4pp |
| Annual return | 11.48% | 21.66%-10.2pp | 66.47%-55.0pp | 35.62%-24.1pp |
| Employer contribution / active EE | $883 | $1,799-50.9% | $2,728-67.6% | $2,756-68.0% |
| Participant deferral / active EE | $3,101 | $3,112-0.3% | $4,522-31.4% | $4,297-27.8% |
| Admin fee / account holder | $10,816 | $4,986+116.9% | $6,153+75.8% | $6,935+56.0% |