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 | $136,028 | $106,749+27.4% | $145,433-6.5% | $82,448+65.0% |
| Participation rate | 60.3% | 75.6%-15.3pp | 82.1%-21.8pp | 68.1%-7.7pp |
| Annual return | 20.70% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,181 | $3,444-36.7% | $4,554-52.1% | $2,551-14.5% |
| Participant deferral / active EE | $5,342 | $6,519-18.0% | $7,897-32.4% | $4,139+29.1% |
| Admin fee / account holder | $8,327 | $8,390-0.7% | $13,129-36.6% | $7,234+15.1% |