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 | $39,318 | $94,031-58.2% | $115,768-66.0% | $82,448-52.3% |
| Participation rate | 39.6% | 70.4%-30.8pp | 74.4%-34.8pp | 68.1%-28.5pp |
| Annual return | 15.15% | 20.61%-5.5pp | 100.46%-85.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,070 | $2,323-53.9% | $2,940-63.6% | $2,551-58.0% |
| Participant deferral / active EE | $2,888 | $3,972-27.3% | $4,917-41.3% | $4,139-30.2% |
| Admin fee / account holder | $4,840 | $10,249-52.8% | $12,439-61.1% | $7,234-33.1% |