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 | $19,698 | $27,243-27.7% | $52,425-62.4% | $79,634-75.3% |
| Participation rate | 7.5% | 22.4%-14.9pp | 55.6%-48.1pp | 62.5%-54.9pp |
| Annual return | 16.16% | 63.36%-47.2pp | 302.12%-286.0pp | 36.46%-20.3pp |
| Employer contribution / active EE | $161 | $319-49.6% | $914-82.4% | $2,529-93.6% |
| Participant deferral / active EE | $223 | $636-65.0% | $1,790-87.6% | $3,835-94.2% |
| Admin fee / account holder | $2,587 | $2,105+22.9% | $2,495+3.7% | $1,002+158.2% |