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 | $65,846 | $85,515-23.0% | $112,040-41.2% | $67,986-3.1% |
| Participation rate | 54.3% | 68.2%-13.9pp | 76.5%-22.2pp | 57.2%-2.9pp |
| Annual return | 15.06% | 29.68%-14.6pp | 24.52%-9.5pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,097 | $4,014-47.8% | $5,098-58.9% | $3,358-37.5% |
| Admin fee / account holder | $2,174 | $3,774-42.4% | $12,098-82.0% | $3,203-32.1% |