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 | $62,216 | $112,729-44.8% | $98,716-37.0% | $137,256-54.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 12.56% | 38.48%-25.9pp | 31.81%-19.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $638 | $2,725-76.6% | $2,279-72.0% | $4,156-84.6% |
| Participant deferral / active EE | $2,951 | $4,640-36.4% | $4,048-27.1% | $6,407-53.9% |
| Admin fee / account holder | $760 | $10,129-92.5% | $8,703-91.3% | $12,270-93.8% |