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 | $63,182 | $63,703-0.8% | $93,063-32.1% | $82,448-23.4% |
| Participation rate | 57.8% | 63.8%-6.1pp | 72.1%-14.3pp | 68.1%-10.3pp |
| Annual return | 19.22% | -775.43%+794.6pp | 34.15%-14.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $782 | $1,729-54.8% | $2,476-68.4% | $2,551-69.4% |
| Participant deferral / active EE | $1,869 | $2,919-36.0% | $3,958-52.8% | $4,139-54.9% |
| Admin fee / account holder | $12,933 | $5,982+116.2% | $6,033+114.4% | $7,234+78.8% |