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 | $120,760 | $112,729+7.1% | $98,716+22.3% | $137,256-12.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.95% | 38.48%-24.5pp | 31.81%-17.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,818 | $2,725+76.8% | $2,279+111.4% | $4,156+15.9% |
| Participant deferral / active EE | $8,411 | $4,640+81.3% | $4,048+107.8% | $6,407+31.3% |
| Admin fee / account holder | $17,402 | $10,129+71.8% | $8,703+100.0% | $12,270+41.8% |