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 6-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 | $53,005 | $88,672-40.2% | $105,223-49.6% | $82,448-35.7% |
| Participation rate | 47.4% | 67.9%-20.6pp | 75.0%-27.7pp | 68.1%-20.7pp |
| Annual return | 16.94% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,384 | $3,048-54.6% | $3,689-62.5% | $2,551-45.8% |
| Participant deferral / active EE | $3,285 | $4,036-18.6% | $5,072-35.2% | $4,139-20.6% |
| Admin fee / account holder | $1,100 | $7,146-84.6% | $8,859-87.6% | $7,234-84.8% |