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 6-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 | $77,397 | $94,031-17.7% | $115,768-33.1% | $82,448-6.1% |
| Participation rate | 32.1% | 70.4%-38.3pp | 74.4%-42.3pp | 68.1%-35.9pp |
| Annual return | 14.31% | 20.61%-6.3pp | 100.46%-86.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $803 | $2,323-65.5% | $2,940-72.7% | $2,551-68.5% |
| Participant deferral / active EE | $2,072 | $3,972-47.8% | $4,917-57.9% | $4,139-50.0% |
| Admin fee / account holder | $24,818 | $10,249+142.1% | $12,439+99.5% | $7,234+243.1% |