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 | $52,419 | $51,638+1.5% | $68,368-23.3% | $82,448-36.4% |
| Participation rate | 36.4% | 63.6%-27.2pp | 73.8%-37.4pp | 68.1%-31.7pp |
| Annual return | 14.73% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $765 | $2,047-62.6% | $2,649-71.1% | $2,551-70.0% |
| Participant deferral / active EE | $1,616 | $2,914-44.5% | $4,123-60.8% | $4,139-61.0% |
| Admin fee / account holder | $7,546 | $4,643+62.5% | $5,150+46.5% | $7,234+4.3% |