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 9-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 | $45,385 | $178,174-74.5% | $156,181-70.9% | $137,256-66.9% |
| Participation rate | 52.4% | 82.0%-29.7pp | 78.8%-26.4pp | 80.0%-27.6pp |
| Annual return | 16.44% | 84.19%-67.8pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,187 | $4,972-76.1% | $4,294-72.4% | $4,156-71.4% |
| Participant deferral / active EE | $3,508 | $6,888-49.1% | $6,132-42.8% | $6,407-45.2% |
| Admin fee / account holder | $689 | $17,404-96.0% | $14,586-95.3% | $12,270-94.4% |