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 8-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 | $40,587 | $62,146-34.7% | $81,438-50.2% | $74,546-45.6% |
| Participation rate | 41.7% | 64.1%-22.3pp | 69.5%-27.8pp | 67.2%-25.5pp |
| Annual return | 11.23% | 16.49%-5.3pp | 24.74%-13.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $865 | $1,883-54.0% | $2,460-64.8% | $2,624-67.0% |
| Participant deferral / active EE | $2,044 | $3,229-36.7% | $3,883-47.4% | $4,347-53.0% |
| Admin fee / account holder | $843 | $1,922-56.2% | $5,764-85.4% | $1,944-56.6% |