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 | $60,925 | $86,922-29.9% | $102,438-40.5% | $80,874-24.7% |
| Participation rate | 64.2% | 72.4%-8.2pp | 76.5%-12.3pp | 67.6%-3.5pp |
| Annual return | 32.21% | 18.90%+13.3pp | 29.37%+2.8pp | 35.62%-3.4pp |
| Employer contribution / active EE | $1,553 | $2,369-34.5% | $3,024-48.6% | $2,756-43.6% |
| Participant deferral / active EE | $4,771 | $4,119+15.8% | $5,054-5.6% | $4,297+11.0% |
| Admin fee / account holder | $6,467 | $8,050-19.7% | $9,448-31.5% | $6,935-6.7% |