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 | $247,779 | $183,592+35.0% | $155,567+59.3% | $145,959+69.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.66% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,068 | $5,315-42.3% | $4,674-34.4% | $4,661-34.2% |
| Participant deferral / active EE | $10,888 | $6,464+68.4% | $5,628+93.5% | $6,689+62.8% |
| Admin fee / account holder | $4,822 | $19,318-75.0% | $15,916-69.7% | $13,398-64.0% |