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 | $32,141 | $81,446-60.5% | $103,374-68.9% | $80,874-60.3% |
| Participation rate | 56.8% | 66.9%-10.0pp | 74.5%-17.7pp | 67.6%-10.8pp |
| Annual return | 11.49% | 25.57%-14.1pp | 24.89%-13.4pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,151 | $3,107-62.9% | $3,869-70.2% | $2,756-58.2% |
| Participant deferral / active EE | $2,677 | $3,870-30.8% | $5,058-47.1% | $4,297-37.7% |
| Admin fee / account holder | $6,077 | $6,715-9.5% | $8,394-27.6% | $6,935-12.4% |