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 | $56,353 | $172,111-67.3% | $150,298-62.5% | $137,256-58.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 18.38% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,346 | $4,636-49.4% | $4,154-43.5% | $4,156-43.5% |
| Participant deferral / active EE | $7,740 | $6,166+25.5% | $5,453+41.9% | $6,407+20.8% |
| Admin fee / account holder | $2,194 | $16,471-86.7% | $14,116-84.5% | $12,270-82.1% |