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 7-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 | $45,204 | $87,037-48.1% | $106,201-57.4% | $80,874-44.1% |
| Participation rate | 28.4% | 70.4%-42.0pp | 75.3%-46.9pp | 67.6%-39.2pp |
| Annual return | 17.80% | 17.05%+0.7pp | 116.26%-98.5pp | 35.62%-17.8pp |
| Employer contribution / active EE | $877 | $2,396-63.4% | $3,170-72.3% | $2,756-68.2% |
| Participant deferral / active EE | $2,401 | $3,986-39.8% | $5,012-52.1% | $4,297-44.1% |
| Admin fee / account holder | $4,451 | $8,434-47.2% | $11,039-59.7% | $6,935-35.8% |