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 | $125,166 | $80,731+55.0% | $103,374+21.1% | $74,546+67.9% |
| Participation rate | 32.2% | 65.7%-33.5pp | 74.5%-42.3pp | 67.2%-35.0pp |
| Annual return | 18.99% | 27.56%-8.6pp | 24.89%-5.9pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $1,701 | $3,158-46.1% | $3,869-56.0% | $2,624-35.2% |
| Participant deferral / active EE | $3,328 | $3,860-13.8% | $5,058-34.2% | $4,347-23.5% |
| Admin fee / account holder | $4,707 | $2,369+98.7% | $8,394-43.9% | $1,944+142.2% |