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 | $63,075 | $106,749-40.9% | $145,433-56.6% | $82,448-23.5% |
| Participation rate | 31.7% | 75.6%-43.9pp | 82.1%-50.4pp | 68.1%-36.4pp |
| Annual return | 16.18% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,449 | $3,444-57.9% | $4,554-68.2% | $2,551-43.2% |
| Participant deferral / active EE | $3,659 | $6,519-43.9% | $7,897-53.7% | $4,139-11.6% |
| Admin fee / account holder | $14,699 | $8,390+75.2% | $13,129+12.0% | $7,234+103.2% |