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 | $42,961 | $88,360-51.4% | $145,433-70.5% | $67,986-36.8% |
| Participation rate | 48.1% | 65.5%-17.4pp | 82.1%-34.1pp | 57.2%-9.1pp |
| Annual return | 17.44% | 63.15%-45.7pp | 66.58%-49.1pp | 31.67%-14.2pp |
| Employer contribution / active EE | $2,034 | $3,054-33.4% | $4,554-55.3% | $2,019+0.8% |
| Participant deferral / active EE | $3,580 | $5,932-39.7% | $7,897-54.7% | $3,358+6.6% |
| Admin fee / account holder | $5,131 | $3,313+54.9% | $13,129-60.9% | $3,203+60.2% |