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 | $33,547 | $88,360-62.0% | $145,433-76.9% | $67,986-50.7% |
| Participation rate | 40.2% | 65.5%-25.3pp | 82.1%-41.9pp | 57.2%-17.0pp |
| Annual return | 16.68% | 63.15%-46.5pp | 66.58%-49.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $2,063 | $3,054-32.4% | $4,554-54.7% | $2,019+2.2% |
| Participant deferral / active EE | $4,254 | $5,932-28.3% | $7,897-46.1% | $3,358+26.7% |
| Admin fee / account holder | $5,525 | $3,313+66.8% | $13,129-57.9% | $3,203+72.5% |