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 | $176,832 | $166,020+6.5% | $164,866+7.3% | $145,959+21.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.95% | 100.08%-85.1pp | 69.97%-55.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,705 | $5,275-67.7% | $4,343-60.7% | $4,661-63.4% |
| Participant deferral / active EE | $4,584 | $6,961-34.1% | $6,033-24.0% | $6,689-31.5% |
| Admin fee / account holder | $2,244 | $16,644-86.5% | $12,689-82.3% | $13,398-83.2% |