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 | $47,272 | $78,520-39.8% | $96,576-51.1% | $82,448-42.7% |
| Participation rate | 62.1% | 77.7%-15.7pp | 81.4%-19.4pp | 68.1%-6.0pp |
| Annual return | 19.76% | 41.30%-21.5pp | 38.47%-18.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,757 | $2,630+4.9% | $3,553-22.4% | $2,551+8.1% |
| Participant deferral / active EE | $5,633 | $6,754-16.6% | $7,956-29.2% | $4,139+36.1% |
| Admin fee / account holder | $3,365 | $13,455-75.0% | $11,381-70.4% | $7,234-53.5% |