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 4-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 | $20,487 | $92,798-77.9% | $96,707-78.8% | $137,256-85.1% |
| Participation rate | 69.2% | 81.6%-12.4pp | 80.4%-11.1pp | 80.0%-10.7pp |
| Annual return | 17.55% | 31.24%-13.7pp | 34.78%-17.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,724 | $4,147-58.4% | $4,191-58.9% | $4,156-58.5% |
| Participant deferral / active EE | $2,298 | $5,877-60.9% | $5,997-61.7% | $6,407-64.1% |
| Admin fee / account holder | $1,563 | $7,946-80.3% | $7,503-79.2% | $12,270-87.3% |