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 6-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 | $35,519 | $51,638-31.2% | $68,368-48.0% | $82,448-56.9% |
| Participation rate | 25.0% | 63.6%-38.6pp | 73.8%-48.8pp | 68.1%-43.1pp |
| Annual return | 20.24% | 37.53%-17.3pp | 292.57%-272.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $964 | $2,047-52.9% | $2,649-63.6% | $2,551-62.2% |
| Participant deferral / active EE | $1,845 | $2,914-36.7% | $4,123-55.2% | $4,139-55.4% |
| Admin fee / account holder | $685 | $4,643-85.2% | $5,150-86.7% | $7,234-90.5% |