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 | $47,672 | $51,638-7.7% | $68,368-30.3% | $82,448-42.2% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 18.16% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,243 | $2,047-39.3% | $2,649-53.1% | $2,551-51.3% |
| Participant deferral / active EE | $6,542 | $2,914+124.5% | $4,123+58.7% | $4,139+58.1% |
| Admin fee / account holder | $501 | $4,643-89.2% | $5,150-90.3% | $7,234-93.1% |