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 | $35,835 | $108,825-67.1% | $156,181-77.1% | $82,448-56.5% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 17.05% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,808 | $2,870-2.2% | $4,294-34.6% | $2,551+10.1% |
| Participant deferral / active EE | $4,738 | $4,577+3.5% | $6,132-22.7% | $4,139+14.5% |
| Admin fee / account holder | $440 | $9,341-95.3% | $14,586-97.0% | $7,234-93.9% |