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 | $33,520 | $76,407-56.1% | $150,298-77.7% | $82,448-59.3% |
| Participation rate | 16.5% | 66.4%-49.9pp | 77.8%-61.3pp | 68.1%-51.6pp |
| Annual return | 17.23% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $305 | $2,614-88.3% | $4,154-92.6% | $2,551-88.0% |
| Participant deferral / active EE | $946 | $3,214-70.6% | $5,453-82.7% | $4,139-77.2% |
| Admin fee / account holder | $891 | $6,352-86.0% | $14,116-93.7% | $7,234-87.7% |