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 | $55,762 | $63,703-12.5% | $93,063-40.1% | $82,448-32.4% |
| Participation rate | 69.2% | 63.8%+5.4pp | 72.1%-2.9pp | 68.1%+1.2pp |
| Annual return | 17.40% | -775.43%+792.8pp | 34.15%-16.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,261 | $1,729+30.8% | $2,476-8.7% | $2,551-11.3% |
| Participant deferral / active EE | $2,626 | $2,919-10.0% | $3,958-33.7% | $4,139-36.6% |
| Admin fee / account holder | $1,914 | $5,982-68.0% | $6,033-68.3% | $7,234-73.5% |