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 | $64,243 | $47,105+36.4% | $68,368-6.0% | $67,986-5.5% |
| Participation rate | 24.0% | 51.8%-27.8pp | 73.8%-49.8pp | 57.2%-33.2pp |
| Annual return | 19.63% | 48.37%-28.7pp | 292.57%-272.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $378 | $1,859-79.7% | $2,649-85.7% | $2,019-81.3% |
| Participant deferral / active EE | $1,007 | $2,374-57.6% | $4,123-75.6% | $3,358-70.0% |
| Admin fee / account holder | $6,736 | $2,435+176.6% | $5,150+30.8% | $3,203+110.3% |