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 9-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 | $44,629 | $74,661-40.2% | $160,784-72.2% | $67,986-34.4% |
| Participation rate | 33.3% | 57.1%-23.8pp | 77.0%-43.6pp | 57.2%-23.9pp |
| Annual return | 14.94% | 28.83%-13.9pp | 1803.92%-1789.0pp | 31.67%-16.7pp |
| Employer contribution / active EE | $775 | $1,829-57.6% | $3,733-79.2% | $2,019-61.6% |
| Participant deferral / active EE | $1,371 | $3,681-62.7% | $6,293-78.2% | $3,358-59.2% |
| Admin fee / account holder | $1,551 | $3,959-60.8% | $9,717-84.0% | $3,203-51.6% |