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 | $60,999 | $57,590+5.9% | $86,233-29.3% | $82,448-26.0% |
| Participation rate | 18.1% | 57.9%-39.8pp | 69.0%-51.0pp | 68.1%-50.0pp |
| Annual return | 19.21% | 22.41%-3.2pp | 61.39%-42.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $337 | $1,655-79.6% | $2,504-86.5% | $2,551-86.8% |
| Participant deferral / active EE | $1,020 | $3,080-66.9% | $4,559-77.6% | $4,139-75.4% |
| Admin fee / account holder | $858 | $4,730-81.9% | $8,342-89.7% | $7,234-88.1% |