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 | $29,852 | $76,407-60.9% | $150,298-80.1% | $82,448-63.8% |
| Participation rate | 47.5% | 66.4%-18.9pp | 77.8%-30.3pp | 68.1%-20.6pp |
| Annual return | 15.62% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,141 | $2,614-56.4% | $4,154-72.5% | $2,551-55.3% |
| Participant deferral / active EE | $2,244 | $3,214-30.2% | $5,453-58.8% | $4,139-45.8% |
| Admin fee / account holder | $5,033 | $6,352-20.8% | $14,116-64.3% | $7,234-30.4% |