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 | $64,247 | $100,970-36.4% | $96,576-33.5% | $137,256-53.2% |
| Participation rate | 55.0% | 82.6%-27.6pp | 81.4%-26.4pp | 80.0%-25.0pp |
| Annual return | 18.75% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,513 | $3,809-60.3% | $3,553-57.4% | $4,156-63.6% |
| Participant deferral / active EE | $2,870 | $8,286-65.4% | $7,956-63.9% | $6,407-55.2% |
| Admin fee / account holder | $2,574 | $11,312-77.2% | $11,381-77.4% | $12,270-79.0% |