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 | $150,018 | $64,890+131.2% | $134,172+11.8% | $67,986+120.7% |
| Participation rate | 17.7% | 48.5%-30.9pp | 72.5%-54.8pp | 57.2%-39.5pp |
| Annual return | 15.52% | 16.12%-0.6pp | 25.30%-9.8pp | 31.67%-16.1pp |
| Employer contribution / active EE | $481 | $1,360-64.6% | $3,420-85.9% | $2,019-76.2% |
| Participant deferral / active EE | $1,673 | $2,289-26.9% | $4,690-64.3% | $3,358-50.2% |
| Admin fee / account holder | $318 | $3,140-89.9% | $12,016-97.4% | $3,203-90.1% |