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 4-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 | $84,801 | $159,934-47.0% | $147,005-42.3% | $145,959-41.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.99% | 98.24%-84.2pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,142 | $5,287-59.5% | $4,934-56.6% | $4,661-54.0% |
| Participant deferral / active EE | $3,273 | $8,427-61.2% | $8,070-59.4% | $6,689-51.1% |
| Admin fee / account holder | $1,751 | $15,053-88.4% | $13,006-86.5% | $13,398-86.9% |