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 9-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 | $21,535 | $172,111-87.5% | $150,298-85.7% | $137,256-84.3% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 22.83% | 69.37%-46.5pp | 62.79%-40.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,440 | $4,636-68.9% | $4,154-65.3% | $4,156-65.3% |
| Participant deferral / active EE | $2,901 | $6,166-53.0% | $5,453-46.8% | $6,407-54.7% |
| Admin fee / account holder | $1,064 | $16,471-93.5% | $14,116-92.5% | $12,270-91.3% |