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 | $52,727 | $47,105+11.9% | $68,368-22.9% | $67,986-22.4% |
| Participation rate | 54.8% | 51.8%+3.0pp | 73.8%-18.9pp | 57.2%-2.4pp |
| Annual return | 18.52% | 48.37%-29.9pp | 292.57%-274.1pp | 31.67%-13.1pp |
| Employer contribution / active EE | $679 | $1,859-63.5% | $2,649-74.4% | $2,019-66.4% |
| Participant deferral / active EE | $5,148 | $2,374+116.9% | $4,123+24.9% | $3,358+53.3% |
| Admin fee / account holder | $7,467 | $2,435+206.6% | $5,150+45.0% | $3,203+133.1% |