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 | $41,886 | $149,040-71.9% | $120,225-65.2% | $137,256-69.5% |
| Participation rate | 13.6% | 75.4%-61.8pp | 69.6%-55.9pp | 80.0%-66.3pp |
| Annual return | 15.47% | 605.68%-590.2pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $303 | $4,350-93.0% | $3,475-91.3% | $4,156-92.7% |
| Participant deferral / active EE | $412 | $4,655-91.2% | $3,999-89.7% | $6,407-93.6% |
| Admin fee / account holder | $3,661 | $6,348-42.3% | $5,696-35.7% | $12,270-70.2% |