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 | $83,343 | $178,174-53.2% | $156,181-46.6% | $137,256-39.3% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 23.78% | 84.19%-60.4pp | 64.87%-41.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,604 | $4,972-47.6% | $4,294-39.4% | $4,156-37.3% |
| Participant deferral / active EE | $5,999 | $6,888-12.9% | $6,132-2.2% | $6,407-6.4% |
| Admin fee / account holder | $5,254 | $17,404-69.8% | $14,586-64.0% | $12,270-57.2% |