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 | $91,894 | $159,934-42.5% | $147,005-37.5% | $145,959-37.0% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 11.96% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,254 | $5,287-38.5% | $4,934-34.0% | $4,661-30.2% |
| Participant deferral / active EE | $9,979 | $8,427+18.4% | $8,070+23.7% | $6,689+49.2% |
| Admin fee / account holder | $680 | $15,053-95.5% | $13,006-94.8% | $13,398-94.9% |