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 8-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 | $12,090 | $97,125-87.6% | $86,233-86.0% | $137,256-91.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.38% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,542 | $2,841-45.7% | $2,504-38.4% | $4,156-62.9% |
| Participant deferral / active EE | $2,784 | $5,180-46.3% | $4,559-38.9% | $6,407-56.5% |
| Admin fee / account holder | $3,497 | $9,725-64.0% | $8,342-58.1% | $12,270-71.5% |