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 | $104,445 | $95,453+9.4% | $112,040-6.8% | $82,448+26.7% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.5%-7.0pp | 68.1%+1.4pp |
| Annual return | 14.23% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,470 | $2,318-36.6% | $2,954-50.2% | $2,551-42.4% |
| Participant deferral / active EE | $3,084 | $4,224-27.0% | $5,098-39.5% | $4,139-25.5% |
| Admin fee / account holder | $2,079 | $9,013-76.9% | $12,098-82.8% | $7,234-71.3% |