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 6-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 | $38,581 | $88,672-56.5% | $105,223-63.3% | $82,448-53.2% |
| Participation rate | 58.2% | 67.9%-9.7pp | 75.0%-16.9pp | 68.1%-9.9pp |
| Annual return | 19.75% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,142 | $3,048-29.7% | $3,689-41.9% | $2,551-16.0% |
| Participant deferral / active EE | $4,016 | $4,036-0.5% | $5,072-20.8% | $4,139-3.0% |
| Admin fee / account holder | $2,789 | $7,146-61.0% | $8,859-68.5% | $7,234-61.4% |