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 | $39,700 | $95,453-58.4% | $112,040-64.6% | $82,448-51.8% |
| Participation rate | 45.4% | 72.8%-27.4pp | 76.5%-31.1pp | 68.1%-22.7pp |
| Annual return | 15.15% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,331 | $2,318-42.6% | $2,954-54.9% | $2,551-47.8% |
| Participant deferral / active EE | $1,954 | $4,224-53.7% | $5,098-61.7% | $4,139-52.8% |
| Admin fee / account holder | $6,060 | $9,013-32.8% | $12,098-49.9% | $7,234-16.2% |