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 8-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 | $53,692 | $94,031-42.9% | $115,768-53.6% | $82,448-34.9% |
| Participation rate | 63.1% | 70.4%-7.3pp | 74.4%-11.3pp | 68.1%-5.0pp |
| Annual return | 21.13% | 20.61%+0.5pp | 100.46%-79.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,662 | $2,323+14.6% | $2,940-9.4% | $2,551+4.4% |
| Participant deferral / active EE | $5,257 | $3,972+32.4% | $4,917+6.9% | $4,139+27.0% |
| Admin fee / account holder | $1,491 | $10,249-85.4% | $12,439-88.0% | $7,234-79.4% |