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 5-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 | $50,914 | $95,453-46.7% | $112,040-54.6% | $82,448-38.2% |
| Participation rate | 26.1% | 72.8%-46.7pp | 76.5%-50.4pp | 68.1%-42.0pp |
| Annual return | 19.67% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $865 | $2,318-62.7% | $2,954-70.7% | $2,551-66.1% |
| Participant deferral / active EE | $2,679 | $4,224-36.6% | $5,098-47.5% | $4,139-35.3% |
| Admin fee / account holder | $1,268 | $9,013-85.9% | $12,098-89.5% | $7,234-82.5% |