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 | $26,277 | $65,246-59.7% | $98,716-73.4% | $67,986-61.3% |
| Participation rate | 35.0% | 51.4%-16.4pp | 69.3%-34.3pp | 57.2%-22.2pp |
| Annual return | 20.69% | 20.58%+0.1pp | 31.81%-11.1pp | 31.67%-11.0pp |
| Employer contribution / active EE | $745 | $1,042-28.5% | $2,279-67.3% | $2,019-63.1% |
| Participant deferral / active EE | $1,453 | $2,594-44.0% | $4,048-64.1% | $3,358-56.7% |
| Admin fee / account holder | $2,010 | $4,561-55.9% | $8,703-76.9% | $3,203-37.2% |