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 8-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 | $143,444 | $111,814+28.3% | $93,654+53.2% | $145,959-1.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 13.54% | 203.30%-189.8pp | 133.34%-119.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,058 | $3,092-1.1% | $2,421+26.3% | $4,661-34.4% |
| Participant deferral / active EE | $5,795 | $4,914+17.9% | $4,413+31.3% | $6,689-13.4% |
| Admin fee / account holder | $726 | $10,246-92.9% | $8,282-91.2% | $13,398-94.6% |