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 | $91,702 | $67,894+35.1% | $89,340+2.6% | $82,448+11.2% |
| Participation rate | 63.3% | 64.0%-0.7pp | 69.6%-6.2pp | 68.1%-4.7pp |
| Annual return | 14.03% | 19.21%-5.2pp | 20.57%-6.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,009 | $1,828-44.8% | $2,231-54.8% | $2,551-60.5% |
| Participant deferral / active EE | $1,562 | $3,072-49.2% | $3,823-59.1% | $4,139-62.3% |
| Admin fee / account holder | $10,800 | $5,723+88.7% | $6,704+61.1% | $7,234+49.3% |