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 | $29,205 | $111,814-73.9% | $103,374-71.7% | $145,959-80.0% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 12.01% | 24.77%-12.8pp | 24.89%-12.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,442 | $4,214-65.8% | $3,869-62.7% | $4,661-69.1% |
| Participant deferral / active EE | $2,792 | $5,618-50.3% | $5,058-44.8% | $6,689-58.3% |
| Admin fee / account holder | $2,059 | $9,754-78.9% | $8,394-75.5% | $13,398-84.6% |