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 | $31,071 | $51,604-39.8% | $129,295-76.0% | $80,874-61.6% |
| Participation rate | 39.6% | 57.0%-17.4pp | 69.6%-30.0pp | 67.6%-28.0pp |
| Annual return | 28.63% | 20.76%+7.9pp | 9429.28%-9400.7pp | 35.62%-7.0pp |
| Employer contribution / active EE | $344 | $1,585-78.3% | $4,157-91.7% | $2,756-87.5% |
| Participant deferral / active EE | $1,357 | $2,670-49.2% | $4,169-67.5% | $4,297-68.4% |
| Admin fee / account holder | $987 | $4,310-77.1% | $7,665-87.1% | $6,935-85.8% |