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 7-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 | $37,290 | $126,519-70.5% | $106,201-64.9% | $145,959-74.5% |
| Participation rate | 46.7% | 77.7%-31.0pp | 75.3%-28.6pp | 80.3%-33.6pp |
| Annual return | 12.28% | 225.10%-212.8pp | 116.26%-104.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $776 | $3,726-79.2% | $3,170-75.5% | $4,661-83.4% |
| Participant deferral / active EE | $2,264 | $5,716-60.4% | $5,012-54.8% | $6,689-66.2% |
| Admin fee / account holder | $341 | $17,312-98.0% | $11,039-96.9% | $13,398-97.5% |