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 | $34,405 | $99,633-65.5% | $183,328-81.2% | $82,448-58.3% |
| Participation rate | 48.6% | 70.8%-22.2pp | 77.3%-28.8pp | 68.1%-19.5pp |
| Annual return | 52.38% | 17.84%+34.5pp | 29.67%+22.7pp | 41.64%+10.7pp |
| Employer contribution / active EE | $1,170 | $3,256-64.1% | $5,055-76.9% | $2,551-54.1% |
| Participant deferral / active EE | $4,165 | $4,938-15.7% | $6,795-38.7% | $4,139+0.6% |
| Admin fee / account holder | $797 | $9,934-92.0% | $21,427-96.3% | $7,234-89.0% |