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 7-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 | $80,761 | $88,672-8.9% | $105,223-23.2% | $82,448-2.0% |
| Participation rate | 60.7% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.4pp |
| Annual return | 17.17% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,492 | $3,048-18.2% | $3,689-32.4% | $2,551-2.3% |
| Participant deferral / active EE | $6,094 | $4,036+51.0% | $5,072+20.2% | $4,139+47.2% |
| Admin fee / account holder | $2,198 | $7,146-69.2% | $8,859-75.2% | $7,234-69.6% |