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 | $41,450 | $76,407-45.8% | $150,298-72.4% | $82,448-49.7% |
| Participation rate | 43.9% | 66.4%-22.5pp | 77.8%-33.9pp | 68.1%-24.2pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $837 | $2,614-68.0% | $4,154-79.8% | $2,551-67.2% |
| Participant deferral / active EE | $1,073 | $3,214-66.6% | $5,453-80.3% | $4,139-74.1% |
| Admin fee / account holder | $804 | $6,352-87.3% | $14,116-94.3% | $7,234-88.9% |