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 | $129,906 | $95,453+36.1% | $112,040+15.9% | $82,448+57.6% |
| Participation rate | 52.4% | 72.8%-20.4pp | 76.5%-24.1pp | 68.1%-15.7pp |
| Annual return | 13.16% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,265 | $2,318-45.4% | $2,954-57.2% | $2,551-50.4% |
| Participant deferral / active EE | $2,638 | $4,224-37.6% | $5,098-48.3% | $4,139-36.3% |
| Admin fee / account holder | $1,523 | $9,013-83.1% | $12,098-87.4% | $7,234-78.9% |