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 | $50,822 | $159,934-68.2% | $147,005-65.4% | $145,959-65.2% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 20.11% | 98.24%-78.1pp | 418.76%-398.7pp | 561.95%-541.8pp |
| Employer contribution / active EE | $1,953 | $5,287-63.1% | $4,934-60.4% | $4,661-58.1% |
| Participant deferral / active EE | $4,520 | $8,427-46.4% | $8,070-44.0% | $6,689-32.4% |
| Admin fee / account holder | $4,445 | $15,053-70.5% | $13,006-65.8% | $13,398-66.8% |