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 10-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 | $57,499 | $51,638+11.4% | $68,368-15.9% | $82,448-30.3% |
| Participation rate | 18.9% | 63.6%-44.7pp | 73.8%-54.9pp | 68.1%-49.2pp |
| Annual return | 14.62% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $562 | $2,047-72.5% | $2,649-78.8% | $2,551-78.0% |
| Participant deferral / active EE | $2,837 | $2,914-2.6% | $4,123-31.2% | $4,139-31.5% |
| Admin fee / account holder | $3,441 | $4,643-25.9% | $5,150-33.2% | $7,234-52.4% |