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 | $229,125 | $183,592+24.8% | $155,567+47.3% | $145,959+57.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 27.77% | 61.24%-33.5pp | 64.74%-37.0pp | 561.95%-534.2pp |
| Employer contribution / active EE | $1,424 | $5,315-73.2% | $4,674-69.5% | $4,661-69.5% |
| Participant deferral / active EE | $5,028 | $6,464-22.2% | $5,628-10.7% | $6,689-24.8% |
| Admin fee / account holder | $2,588 | $19,318-86.6% | $15,916-83.7% | $13,398-80.7% |