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 | $50,076 | $91,760-45.4% | $156,181-67.9% | $67,986-26.3% |
| Participation rate | 36.9% | 65.0%-28.1pp | 78.8%-41.9pp | 57.2%-20.3pp |
| Annual return | 15.02% | 18.14%-3.1pp | 64.87%-49.9pp | 31.67%-16.6pp |
| Employer contribution / active EE | $647 | $2,419-73.3% | $4,294-84.9% | $2,019-68.0% |
| Participant deferral / active EE | $1,985 | $3,960-49.9% | $6,132-67.6% | $3,358-40.9% |
| Admin fee / account holder | $820 | $3,949-79.2% | $14,586-94.4% | $3,203-74.4% |