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 | $44,660 | $61,789-27.7% | $97,167-54.0% | $80,874-44.8% |
| Participation rate | 26.8% | 63.5%-36.7pp | 72.7%-45.9pp | 67.6%-40.9pp |
| Annual return | 11.69% | -557.90%+569.6pp | 75.27%-63.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,569 | $3,028-48.2% | $4,264-63.2% | $4,297-63.5% |
| Admin fee / account holder | $3,824 | $5,168-26.0% | $5,650-32.3% | $6,935-44.9% |