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 | $50,234 | $108,825-53.8% | $156,181-67.8% | $82,448-39.1% |
| Participation rate | 58.6% | 72.4%-13.7pp | 78.8%-20.2pp | 68.1%-9.4pp |
| Annual return | 18.65% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,210 | $2,870-23.0% | $4,294-48.5% | $2,551-13.4% |
| Participant deferral / active EE | $3,820 | $4,577-16.5% | $6,132-37.7% | $4,139-7.7% |
| Admin fee / account holder | $4,146 | $9,341-55.6% | $14,586-71.6% | $7,234-42.7% |