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 10-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 | $50,435 | $58,234-13.4% | $81,783-38.3% | $80,874-37.6% |
| Participation rate | 26.0% | 63.4%-37.4pp | 72.4%-46.4pp | 67.6%-41.6pp |
| Annual return | 12.43% | 41.70%-29.3pp | 775.05%-762.6pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,201 | $2,341-48.7% | $2,913-58.8% | $2,756-56.4% |
| Participant deferral / active EE | $2,400 | $3,283-26.9% | $4,320-44.5% | $4,297-44.1% |
| Admin fee / account holder | $902 | $4,982-81.9% | $7,380-87.8% | $6,935-87.0% |