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 | $157,699 | $76,407+106.4% | $150,298+4.9% | $82,448+91.3% |
| Participation rate | 40.4% | 66.4%-26.0pp | 77.8%-37.3pp | 68.1%-27.6pp |
| Annual return | 14.80% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $617 | $2,614-76.4% | $4,154-85.1% | $2,551-75.8% |
| Participant deferral / active EE | $2,686 | $3,214-16.4% | $5,453-50.7% | $4,139-35.1% |
| Admin fee / account holder | $1,677 | $6,352-73.6% | $14,116-88.1% | $7,234-76.8% |