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 7-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 | $101,153 | $101,763-0.6% | $164,866-38.6% | $80,874+25.1% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.6%-6.1pp |
| Annual return | 19.86% | 16.73%+3.1pp | 69.97%-50.1pp | 35.62%-15.8pp |
| Employer contribution / active EE | $2,717 | $2,954-8.0% | $4,343-37.4% | $2,756-1.4% |
| Participant deferral / active EE | $5,510 | $4,477+23.1% | $6,033-8.7% | $4,297+28.2% |
| Admin fee / account holder | $13,880 | $8,228+68.7% | $12,689+9.4% | $6,935+100.1% |