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 8-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 | $110,230 | $81,233+35.7% | $155,567-29.1% | $80,874+36.3% |
| Participation rate | 26.2% | 66.2%-40.0pp | 78.2%-52.0pp | 67.6%-41.5pp |
| Annual return | 13.78% | 33.33%-19.6pp | 64.74%-51.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $582 | $3,101-81.2% | $4,674-87.6% | $2,756-78.9% |
| Participant deferral / active EE | $2,373 | $3,452-31.3% | $5,628-57.8% | $4,297-44.8% |
| Admin fee / account holder | $4,676 | $7,998-41.5% | $15,916-70.6% | $6,935-32.6% |