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 | $109,991 | $111,535-1.4% | $105,223+4.5% | $137,256-19.9% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 16.14% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,597 | $3,939-59.5% | $3,689-56.7% | $4,156-61.6% |
| Participant deferral / active EE | $2,497 | $5,500-54.6% | $5,072-50.8% | $6,407-61.0% |
| Admin fee / account holder | $5,055 | $9,721-48.0% | $8,859-42.9% | $12,270-58.8% |