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 9-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 | $77,251 | $132,634-41.8% | $115,768-33.3% | $137,256-43.7% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.4%-9.2pp | 80.0%-14.7pp |
| Annual return | 14.04% | 160.70%-146.7pp | 100.46%-86.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,213 | $3,360-63.9% | $2,940-58.7% | $4,156-70.8% |
| Participant deferral / active EE | $4,140 | $5,619-26.3% | $4,917-15.8% | $6,407-35.4% |
| Admin fee / account holder | $2,169 | $15,028-85.6% | $12,439-82.6% | $12,270-82.3% |