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 | $63,363 | $63,703-0.5% | $93,063-31.9% | $82,448-23.1% |
| Participation rate | 63.2% | 63.8%-0.7pp | 72.1%-9.0pp | 68.1%-4.9pp |
| Annual return | 18.21% | -775.43%+793.6pp | 34.15%-15.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,187 | $1,729+26.5% | $2,476-11.7% | $2,551-14.3% |
| Participant deferral / active EE | $4,367 | $2,919+49.6% | $3,958+10.3% | $4,139+5.5% |
| Admin fee / account holder | $777 | $5,982-87.0% | $6,033-87.1% | $7,234-89.3% |