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 9-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 | $73,322 | $29,051+152.4% | $52,425+39.9% | $67,986+7.8% |
| Participation rate | 9.5% | 30.4%-20.9pp | 55.6%-46.1pp | 57.2%-47.7pp |
| Annual return | 14.44% | 24.00%-9.6pp | 302.12%-287.7pp | 31.67%-17.2pp |
| Employer contribution / active EE | $247 | $412-40.1% | $914-73.0% | $2,019-87.8% |
| Participant deferral / active EE | $955 | $873+9.4% | $1,790-46.7% | $3,358-71.6% |
| Admin fee / account holder | $875 | $2,113-58.6% | $2,495-64.9% | $3,203-72.7% |