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 | $149,051 | $87,846+69.7% | $220,144-32.3% | $116,462+28.0% |
| Participation rate | 40.0% | 73.5%-33.5pp | 84.8%-44.8pp | 74.7%-34.7pp |
| Annual return | 15.19% | 16.64%-1.5pp | -0.63%+15.8pp | 15.65%-0.5pp |
| Employer contribution / active EE | $945 | $2,972-68.2% | $6,623-85.7% | $3,231-70.7% |
| Participant deferral / active EE | $3,166 | $4,087-22.5% | $4,718-32.9% | $3,836-17.5% |
| Admin fee / account holder | $5,200 | $6,782-23.3% | $15,617-66.7% | $12,754-59.2% |