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 | $67,024 | $159,934-58.1% | $147,005-54.4% | $145,959-54.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.22% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,710 | $5,287-67.7% | $4,934-65.3% | $4,661-63.3% |
| Participant deferral / active EE | $5,000 | $8,427-40.7% | $8,070-38.0% | $6,689-25.2% |
| Admin fee / account holder | $9,756 | $15,053-35.2% | $13,006-25.0% | $13,398-27.2% |