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 4-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 | $37,287 | $111,535-66.6% | $105,223-64.6% | $137,256-72.8% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 19.87% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,428 | $3,939-63.8% | $3,689-61.3% | $4,156-65.6% |
| Participant deferral / active EE | $3,015 | $5,500-45.2% | $5,072-40.5% | $6,407-52.9% |
| Admin fee / account holder | $4,284 | $9,721-55.9% | $8,859-51.6% | $12,270-65.1% |