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 | $42,023 | $51,638-18.6% | $68,368-38.5% | $82,448-49.0% |
| Participation rate | 46.8% | 63.6%-16.8pp | 73.8%-26.9pp | 68.1%-21.3pp |
| Annual return | 16.45% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $768 | $2,047-62.5% | $2,649-71.0% | $2,551-69.9% |
| Participant deferral / active EE | $2,677 | $2,914-8.1% | $4,123-35.1% | $4,139-35.3% |
| Admin fee / account holder | $458 | $4,643-90.1% | $5,150-91.1% | $7,234-93.7% |