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 | $78,027 | $88,672-12.0% | $105,223-25.8% | $82,448-5.4% |
| Participation rate | 49.2% | 67.9%-18.7pp | 75.0%-25.8pp | 68.1%-18.8pp |
| Annual return | 18.56% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,923 | $3,048-36.9% | $3,689-47.9% | $2,551-24.6% |
| Participant deferral / active EE | $3,247 | $4,036-19.5% | $5,072-36.0% | $4,139-21.6% |
| Admin fee / account holder | $1,534 | $7,146-78.5% | $8,859-82.7% | $7,234-78.8% |