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 | $33,870 | $86,922-61.0% | $102,438-66.9% | $80,874-58.1% |
| Participation rate | 64.7% | 72.4%-7.7pp | 76.5%-11.8pp | 67.6%-2.9pp |
| Annual return | 14.89% | 18.90%-4.0pp | 29.37%-14.5pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,567 | $2,369-33.9% | $3,024-48.2% | $2,756-43.1% |
| Participant deferral / active EE | $2,548 | $4,119-38.1% | $5,054-49.6% | $4,297-40.7% |
| Admin fee / account holder | $1,579 | $8,050-80.4% | $9,448-83.3% | $6,935-77.2% |