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 | $54,775 | $154,228-64.5% | $145,433-62.3% | $137,256-60.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 16.13% | 74.59%-58.5pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,541 | $4,804-67.9% | $4,554-66.2% | $4,156-62.9% |
| Participant deferral / active EE | $2,936 | $8,216-64.3% | $7,897-62.8% | $6,407-54.2% |
| Admin fee / account holder | $6,551 | $14,344-54.3% | $13,129-50.1% | $12,270-46.6% |