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 | $57,322 | $71,057-19.3% | $93,654-38.8% | $80,874-29.1% |
| Participation rate | 53.0% | 60.4%-7.4pp | 68.7%-15.7pp | 67.6%-14.6pp |
| Annual return | 11.72% | 11.26%+0.5pp | 133.34%-121.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $523 | $1,564-66.6% | $2,421-78.4% | $2,756-81.0% |
| Participant deferral / active EE | $2,194 | $4,034-45.6% | $4,413-50.3% | $4,297-48.9% |
| Admin fee / account holder | $3,243 | $6,944-53.3% | $8,282-60.8% | $6,935-53.2% |