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 | $24,582 | $76,407-67.8% | $150,298-83.6% | $82,448-70.2% |
| Participation rate | 54.7% | 66.4%-11.7pp | 77.8%-23.0pp | 68.1%-13.4pp |
| Annual return | 17.68% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $861 | $2,614-67.0% | $4,154-79.3% | $2,551-66.2% |
| Participant deferral / active EE | $2,518 | $3,214-21.7% | $5,453-53.8% | $4,139-39.2% |
| Admin fee / account holder | $843 | $6,352-86.7% | $14,116-94.0% | $7,234-88.3% |