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 | $185,318 | $100,970+83.5% | $96,576+91.9% | $137,256+35.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 20.75% | 38.16%-17.4pp | 38.47%-17.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,608 | $3,809-57.8% | $3,553-54.7% | $4,156-61.3% |
| Participant deferral / active EE | $6,806 | $8,286-17.9% | $7,956-14.5% | $6,407+6.2% |
| Admin fee / account holder | $931 | $11,312-91.8% | $11,381-91.8% | $12,270-92.4% |