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 5-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 | $25,457 | $175,036-85.5% | $134,172-81.0% | - |
| Participation rate | 67.7% | 60.2%+7.5pp | 72.5%-4.8pp | - |
| Annual return | 17.84% | 15.04%+2.8pp | 25.30%-7.5pp | - |
| Employer contribution / active EE | $1,260 | $1,949-35.4% | $3,420-63.2% | - |
| Participant deferral / active EE | $2,377 | $3,720-36.1% | $4,690-49.3% | - |
| Admin fee / account holder | $1,470 | $23,923-93.9% | $12,016-87.8% | - |