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 | $8,255 | $149,040-94.5% | $120,225-93.1% | $137,256-94.0% |
| Participation rate | 44.4% | 75.4%-31.0pp | 69.6%-25.1pp | 80.0%-35.5pp |
| Annual return | 22.98% | 605.68%-582.7pp | 439.23%-416.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $234 | $4,350-94.6% | $3,475-93.3% | $4,156-94.4% |
| Participant deferral / active EE | $522 | $4,655-88.8% | $3,999-86.9% | $6,407-91.8% |
| Admin fee / account holder | $452 | $6,348-92.9% | $5,696-92.1% | $12,270-96.3% |