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 | $68,495 | $51,604+32.7% | $129,295-47.0% | $80,874-15.3% |
| Participation rate | 38.8% | 57.0%-18.2pp | 69.6%-30.8pp | 67.6%-28.9pp |
| Annual return | 16.17% | 20.76%-4.6pp | 9429.28%-9413.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $972 | $1,585-38.6% | $4,157-76.6% | $2,756-64.7% |
| Participant deferral / active EE | $1,679 | $2,670-37.1% | $4,169-59.7% | $4,297-60.9% |
| Admin fee / account holder | $8,404 | $4,310+95.0% | $7,665+9.6% | $6,935+21.2% |