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 | $40,701 | $23,330+74.5% | $64,489-36.9% | $82,448-50.6% |
| Participation rate | 20.4% | 68.3%-47.9pp | 67.7%-47.3pp | 68.1%-47.7pp |
| Annual return | 20.97% | 83.66%-62.7pp | 55.03%-34.1pp | 41.64%-20.7pp |
| Employer contribution / active EE | $515 | $824-37.6% | $1,523-66.2% | $2,551-79.8% |
| Participant deferral / active EE | $1,740 | $1,707+1.9% | $2,778-37.4% | $4,139-58.0% |
| Admin fee / account holder | $1,546 | $2,946-47.5% | $4,260-63.7% | $7,234-78.6% |