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 | $66,489 | $63,904+4.0% | $89,340-25.6% | $67,986-2.2% |
| Participation rate | 26.4% | 54.3%-27.9pp | 69.6%-43.1pp | 57.2%-30.8pp |
| Annual return | 20.28% | 18.09%+2.2pp | 20.57%-0.3pp | 31.67%-11.4pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,052 | $2,691-23.7% | $3,823-46.3% | $3,358-38.9% |
| Admin fee / account holder | $4,198 | $3,315+26.6% | $6,704-37.4% | $3,203+31.1% |