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 6-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 | $35,647 | $76,407-53.3% | $150,298-76.3% | $82,448-56.8% |
| Participation rate | 59.7% | 66.4%-6.7pp | 77.8%-18.1pp | 68.1%-8.4pp |
| Annual return | 15.69% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,479 | $2,614-43.4% | $4,154-64.4% | $2,551-42.0% |
| Participant deferral / active EE | $2,624 | $3,214-18.4% | $5,453-51.9% | $4,139-36.6% |
| Admin fee / account holder | $1,771 | $6,352-72.1% | $14,116-87.5% | $7,234-75.5% |