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 | $218,251 | $111,535+95.7% | $105,223+107.4% | $137,256+59.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 11.90% | 237.85%-226.0pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,348 | $3,939-40.4% | $3,689-36.3% | $4,156-43.5% |
| Participant deferral / active EE | $3,894 | $5,500-29.2% | $5,072-23.2% | $6,407-39.2% |
| Admin fee / account holder | $5,776 | $9,721-40.6% | $8,859-34.8% | $12,270-52.9% |