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 | $32,258 | $94,031-65.7% | $115,768-72.1% | $82,448-60.9% |
| Participation rate | 42.3% | 70.4%-28.1pp | 74.4%-32.1pp | 68.1%-25.8pp |
| Annual return | 14.16% | 20.61%-6.4pp | 100.46%-86.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,774 | $3,972-30.2% | $4,917-43.6% | $4,139-33.0% |
| Admin fee / account holder | $2,496 | $10,249-75.6% | $12,439-79.9% | $7,234-65.5% |