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 4-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 | $35,065 | $58,627-40.2% | $76,735-54.3% | $82,448-57.5% |
| Participation rate | 37.1% | 63.2%-26.1pp | 69.5%-32.4pp | 68.1%-30.9pp |
| Annual return | 18.12% | 39.10%-21.0pp | 29.77%-11.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,100 | $1,729-36.4% | $2,454-55.2% | $2,551-56.9% |
| Participant deferral / active EE | $1,891 | $3,134-39.6% | $4,088-53.7% | $4,139-54.3% |
| Admin fee / account holder | $605 | $5,323-88.6% | $7,189-91.6% | $7,234-91.6% |