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 | $59,753 | $111,814-46.6% | $93,654-36.2% | $145,959-59.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.94% | 203.30%-190.4pp | 133.34%-120.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,704 | $3,092-44.9% | $2,421-29.6% | $4,661-63.4% |
| Participant deferral / active EE | $2,217 | $4,914-54.9% | $4,413-49.8% | $6,689-66.9% |
| Admin fee / account holder | $4,692 | $10,246-54.2% | $8,282-43.3% | $13,398-65.0% |