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 | $163,899 | $159,934+2.5% | $147,005+11.5% | $145,959+12.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 15.81% | 98.24%-82.4pp | 418.76%-403.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,118 | $5,287-78.8% | $4,934-77.3% | $4,661-76.0% |
| Participant deferral / active EE | $6,697 | $8,427-20.5% | $8,070-17.0% | $6,689+0.1% |
| Admin fee / account holder | $2,799 | $15,053-81.4% | $13,006-78.5% | $13,398-79.1% |