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 | $168,015 | $172,111-2.4% | $150,298+11.8% | $137,256+22.4% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 17.76% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,805 | $4,636-61.1% | $4,154-56.5% | $4,156-56.6% |
| Participant deferral / active EE | $7,454 | $6,166+20.9% | $5,453+36.7% | $6,407+16.4% |
| Admin fee / account holder | $1,729 | $16,471-89.5% | $14,116-87.7% | $12,270-85.9% |