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 | $52,515 | $165,584-68.3% | $142,942-63.3% | $137,256-61.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 19.35% | 164.22%-144.9pp | 113.70%-94.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,742 | $4,725-63.1% | $4,139-57.9% | $4,156-58.1% |
| Participant deferral / active EE | $5,760 | $8,194-29.7% | $7,128-19.2% | $6,407-10.1% |
| Admin fee / account holder | $2,986 | $16,167-81.5% | $12,475-76.1% | $12,270-75.7% |