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 | $22,575 | $76,407-70.5% | $150,298-85.0% | $82,448-72.6% |
| Participation rate | 49.1% | 66.4%-17.3pp | 77.8%-28.7pp | 68.1%-19.0pp |
| Annual return | 21.76% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $784 | $2,614-70.0% | $4,154-81.1% | $2,551-69.3% |
| Participant deferral / active EE | $1,836 | $3,214-42.9% | $5,453-66.3% | $4,139-55.6% |
| Admin fee / account holder | $1,323 | $6,352-79.2% | $14,116-90.6% | $7,234-81.7% |