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 | $83,050 | $73,787+12.6% | $98,716-15.9% | $82,448+0.7% |
| Participation rate | 45.9% | 61.4%-15.5pp | 69.3%-23.3pp | 68.1%-22.1pp |
| Annual return | 20.27% | 18.57%+1.7pp | 31.81%-11.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $706 | $1,511-53.3% | $2,279-69.0% | $2,551-72.3% |
| Participant deferral / active EE | $2,971 | $3,081-3.6% | $4,048-26.6% | $4,139-28.2% |
| Admin fee / account holder | $849 | $6,500-86.9% | $8,703-90.2% | $7,234-88.3% |