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 | $34,009 | $76,407-55.5% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 66.1% | 66.4%-0.3pp | 77.8%-11.7pp | 68.1%-2.0pp |
| Annual return | 16.97% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $691 | $2,614-73.6% | $4,154-83.4% | $2,551-72.9% |
| Participant deferral / active EE | $3,398 | $3,214+5.7% | $5,453-37.7% | $4,139-17.9% |
| Admin fee / account holder | $2,754 | $6,352-56.6% | $14,116-80.5% | $7,234-61.9% |