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 | $58,257 | $67,894-14.2% | $89,340-34.8% | $82,448-29.3% |
| Participation rate | 46.8% | 64.0%-17.2pp | 69.6%-22.8pp | 68.1%-21.3pp |
| Annual return | 14.69% | 19.21%-4.5pp | 20.57%-5.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $662 | $1,828-63.8% | $2,231-70.3% | $2,551-74.1% |
| Participant deferral / active EE | $2,025 | $3,072-34.1% | $3,823-47.0% | $4,139-51.1% |
| Admin fee / account holder | $4,255 | $5,723-25.6% | $6,704-36.5% | $7,234-41.2% |