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 | $188,794 | $172,111+9.7% | $150,298+25.6% | $137,256+37.5% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 14.50% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,019 | $4,636-78.0% | $4,154-75.5% | $4,156-75.5% |
| Participant deferral / active EE | $5,223 | $6,166-15.3% | $5,453-4.2% | $6,407-18.5% |
| Admin fee / account holder | $2,151 | $16,471-86.9% | $14,116-84.8% | $12,270-82.5% |