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 | $151,090 | $146,267+3.3% | $197,124-23.4% | $82,448+83.3% |
| Participation rate | 52.6% | 84.0%-31.4pp | 86.7%-34.1pp | 68.1%-15.4pp |
| Annual return | 15.38% | 29.61%-14.2pp | 44.34%-29.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,513 | $7,035+21.0% | $9,135-6.8% | $4,139+105.7% |
| Admin fee / account holder | $1,216 | $14,422-91.6% | $16,298-92.5% | $7,234-83.2% |