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 | $103,623 | $88,672+16.9% | $105,223-1.5% | $82,448+25.7% |
| Participation rate | 56.3% | 67.9%-11.7pp | 75.0%-18.8pp | 68.1%-11.8pp |
| Annual return | 17.02% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,750 | $3,048-9.8% | $3,689-25.4% | $2,551+7.8% |
| Participant deferral / active EE | $8,749 | $4,036+116.8% | $5,072+72.5% | $4,139+111.4% |
| Admin fee / account holder | $15,237 | $7,146+113.2% | $8,859+72.0% | $7,234+110.6% |