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 | $57,696 | $73,787-21.8% | $98,716-41.6% | $82,448-30.0% |
| Participation rate | 67.5% | 61.4%+6.1pp | 69.3%-1.8pp | 68.1%-0.6pp |
| Annual return | 18.32% | 18.57%-0.2pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $999 | $1,511-33.9% | $2,279-56.1% | $2,551-60.8% |
| Participant deferral / active EE | $1,698 | $3,081-44.9% | $4,048-58.1% | $4,139-59.0% |
| Admin fee / account holder | $4,205 | $6,500-35.3% | $8,703-51.7% | $7,234-41.9% |