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 | $110,642 | $106,749+3.6% | $145,433-23.9% | $82,448+34.2% |
| Participation rate | 57.8% | 75.6%-17.8pp | 82.1%-24.3pp | 68.1%-10.3pp |
| Annual return | 15.31% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,498 | $3,444+1.6% | $4,554-23.2% | $2,551+37.1% |
| Participant deferral / active EE | $9,696 | $6,519+48.7% | $7,897+22.8% | $4,139+134.2% |
| Admin fee / account holder | $6,344 | $8,390-24.4% | $13,129-51.7% | $7,234-12.3% |