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 | $34,708 | $81,446-57.4% | $103,374-66.4% | $80,874-57.1% |
| Participation rate | 38.2% | 66.9%-28.6pp | 74.5%-36.3pp | 67.6%-29.4pp |
| Annual return | 15.20% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,148 | $3,107-63.1% | $3,869-70.3% | $2,756-58.4% |
| Participant deferral / active EE | $2,128 | $3,870-45.0% | $5,058-57.9% | $4,297-50.5% |
| Admin fee / account holder | $1,612 | $6,715-76.0% | $8,394-80.8% | $6,935-76.8% |