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 4-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 | $20,100 | $97,125-79.3% | $86,233-76.7% | $137,256-85.4% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.0%-12.5pp | 80.0%-23.4pp |
| Annual return | 21.22% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $766 | $2,841-73.1% | $2,504-69.4% | $4,156-81.6% |
| Participant deferral / active EE | $2,199 | $5,180-57.5% | $4,559-51.8% | $6,407-65.7% |
| Admin fee / account holder | $634 | $9,725-93.5% | $8,342-92.4% | $12,270-94.8% |