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 | $32,403 | $47,105-31.2% | $68,368-52.6% | $67,986-52.3% |
| Participation rate | 35.6% | 51.8%-16.2pp | 73.8%-38.2pp | 57.2%-21.6pp |
| Annual return | 18.67% | 48.37%-29.7pp | 292.57%-273.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $754 | $1,859-59.5% | $2,649-71.6% | $2,019-62.7% |
| Participant deferral / active EE | $1,756 | $2,374-26.0% | $4,123-57.4% | $3,358-47.7% |
| Admin fee / account holder | $1,511 | $2,435-37.9% | $5,150-70.7% | $3,203-52.8% |