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 | $74,913 | $111,535-32.8% | $105,223-28.8% | $137,256-45.4% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 80.0%-41.5pp |
| Annual return | 21.20% | 237.85%-216.7pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,581 | $3,939-59.9% | $3,689-57.1% | $4,156-62.0% |
| Participant deferral / active EE | $6,074 | $5,500+10.4% | $5,072+19.8% | $6,407-5.2% |
| Admin fee / account holder | $458 | $9,721-95.3% | $8,859-94.8% | $12,270-96.3% |