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 | $219,396 | $111,535+96.7% | $105,223+108.5% | $137,256+59.8% |
| Participation rate | 43.5% | 78.1%-34.6pp | 75.0%-31.6pp | 80.0%-36.5pp |
| Annual return | 13.81% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,614 | $3,939-33.6% | $3,689-29.1% | $4,156-37.1% |
| Participant deferral / active EE | $6,524 | $5,500+18.6% | $5,072+28.6% | $6,407+1.8% |
| Admin fee / account holder | $2,603 | $9,721-73.2% | $8,859-70.6% | $12,270-78.8% |