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 | $33,718 | $51,638-34.7% | $68,368-50.7% | $82,448-59.1% |
| Participation rate | 54.1% | 63.6%-9.5pp | 73.8%-19.6pp | 68.1%-14.0pp |
| Annual return | 16.94% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,053 | $2,047-48.6% | $2,649-60.3% | $2,551-58.7% |
| Participant deferral / active EE | $3,465 | $2,914+18.9% | $4,123-15.9% | $4,139-16.3% |
| Admin fee / account holder | $2,662 | $4,643-42.7% | $5,150-48.3% | $7,234-63.2% |