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 7-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 | $47,921 | $172,111-72.2% | $150,298-68.1% | $137,256-65.1% |
| Participation rate | 52.2% | 81.7%-29.5pp | 77.8%-25.6pp | 80.0%-27.8pp |
| Annual return | 15.89% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,081 | $4,636-76.7% | $4,154-74.0% | $4,156-74.0% |
| Participant deferral / active EE | $2,505 | $6,166-59.4% | $5,453-54.1% | $6,407-60.9% |
| Admin fee / account holder | $8,757 | $16,471-46.8% | $14,116-38.0% | $12,270-28.6% |