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 7-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 | $33,220 | $56,060-40.7% | $76,002-56.3% | $80,874-58.9% |
| Participation rate | 24.2% | 62.0%-37.8pp | 69.1%-44.8pp | 67.6%-43.4pp |
| Annual return | 13.21% | 20.54%-7.3pp | 360.07%-346.9pp | 35.62%-22.4pp |
| Employer contribution / active EE | $456 | $1,873-75.6% | $2,688-83.0% | $2,756-83.4% |
| Participant deferral / active EE | $1,416 | $3,051-53.6% | $4,257-66.7% | $4,297-67.0% |
| Admin fee / account holder | $832 | $5,237-84.1% | $6,414-87.0% | $6,935-88.0% |