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 | $29,648 | $87,166-66.0% | $76,735-61.4% | $137,256-78.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 14.27% | 26.50%-12.2pp | 29.77%-15.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,302 | $2,904-55.2% | $2,454-46.9% | $4,156-68.7% |
| Participant deferral / active EE | $3,067 | $4,726-35.1% | $4,088-25.0% | $6,407-52.1% |
| Admin fee / account holder | $342 | $8,403-95.9% | $7,189-95.2% | $12,270-97.2% |