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 4-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 | $34,659 | $74,661-53.6% | $160,784-78.4% | $67,986-49.0% |
| Participation rate | 50.2% | 57.1%-6.9pp | 77.0%-26.7pp | 57.2%-7.0pp |
| Annual return | 20.87% | 28.83%-8.0pp | 1803.92%-1783.1pp | 31.67%-10.8pp |
| Employer contribution / active EE | $1,626 | $1,829-11.1% | $3,733-56.4% | $2,019-19.4% |
| Participant deferral / active EE | $3,003 | $3,681-18.4% | $6,293-52.3% | $3,358-10.6% |
| Admin fee / account holder | $1,691 | $3,959-57.3% | $9,717-82.6% | $3,203-47.2% |