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 9-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 | $43,600 | $45,343-3.8% | $150,298-71.0% | $67,986-35.9% |
| Participation rate | 37.4% | 51.9%-14.5pp | 77.8%-40.4pp | 57.2%-19.8pp |
| Annual return | 18.25% | 33.28%-15.0pp | 62.79%-44.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $880 | $1,462-39.8% | $4,154-78.8% | $2,019-56.4% |
| Participant deferral / active EE | $1,653 | $2,055-19.6% | $5,453-69.7% | $3,358-50.8% |
| Admin fee / account holder | $2,885 | $2,250+28.2% | $14,116-79.6% | $3,203-9.9% |