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 | $43,173 | $29,051+48.6% | $52,425-17.6% | $67,986-36.5% |
| Participation rate | 8.4% | 30.4%-22.1pp | 55.6%-47.3pp | 57.2%-48.8pp |
| Annual return | 15.47% | 24.00%-8.5pp | 302.12%-286.6pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $549 | $873-37.1% | $1,790-69.3% | $3,358-83.6% |
| Admin fee / account holder | $2,831 | $2,113+34.0% | $2,495+13.5% | $3,203-11.6% |