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 | $89,107 | $112,729-21.0% | $98,716-9.7% | $137,256-35.1% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.3%-34.3pp | 80.0%-45.0pp |
| Annual return | 12.38% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,613 | $4,640-65.2% | $4,048-60.2% | $6,407-74.8% |
| Admin fee / account holder | $813 | $10,129-92.0% | $8,703-90.7% | $12,270-93.4% |