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 | $63,062 | $57,057+10.5% | $85,009-25.8% | $80,874-22.0% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.3pp | 67.6%-30.4pp |
| Annual return | 13.48% | 21.66%-8.2pp | 66.47%-53.0pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,250 | $1,799-30.5% | $2,728-54.2% | $2,756-54.6% |
| Participant deferral / active EE | $2,099 | $3,112-32.6% | $4,522-53.6% | $4,297-51.2% |
| Admin fee / account holder | $7,222 | $4,986+44.8% | $6,153+17.4% | $6,935+4.1% |