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 | $41,456 | $154,228-73.1% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 80.0%-25.0pp |
| Annual return | 21.51% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,147 | $4,804-55.3% | $4,554-52.9% | $4,156-48.3% |
| Participant deferral / active EE | $4,188 | $8,216-49.0% | $7,897-47.0% | $6,407-34.6% |
| Admin fee / account holder | $3,038 | $14,344-78.8% | $13,129-76.9% | $12,270-75.2% |