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 8-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 | $97,139 | $97,1250% | $86,233+12.6% | $137,256-29.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 12.26% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $610 | $2,841-78.5% | $2,504-75.7% | $4,156-85.3% |
| Participant deferral / active EE | $14,513 | $5,180+180.2% | $4,559+218.3% | $6,407+126.5% |
| Admin fee / account holder | $1,923 | $9,725-80.2% | $8,342-77.0% | $12,270-84.3% |