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 | $67,892 | $81,233-16.4% | $155,567-56.4% | $80,874-16.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 13.04% | 33.33%-20.3pp | 64.74%-51.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $595 | $3,101-80.8% | $4,674-87.3% | $2,756-78.4% |
| Participant deferral / active EE | $2,767 | $3,452-19.9% | $5,628-50.8% | $4,297-35.6% |
| Admin fee / account holder | $2,245 | $7,998-71.9% | $15,916-85.9% | $6,935-67.6% |