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 6-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 | $59,185 | $111,814-47.1% | $103,374-42.7% | $145,959-59.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.37% | 24.77%-15.4pp | 24.89%-15.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $9,395 | $4,214+123.0% | $3,869+142.8% | $4,661+101.6% |
| Participant deferral / active EE | $12,379 | $5,618+120.3% | $5,058+144.8% | $6,689+85.1% |
| Admin fee / account holder | $3,524 | $9,754-63.9% | $8,394-58.0% | $13,398-73.7% |