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 | $21,985 | $123,982-82.3% | $69,701-68.5% | $145,959-84.9% |
| Participation rate | 27.3% | 69.2%-41.9pp | 66.4%-39.2pp | 80.3%-53.0pp |
| Annual return | 9.43% | 191.01%-181.6pp | 100.32%-90.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $863 | $2,681-67.8% | $1,713-49.6% | $4,661-81.5% |
| Participant deferral / active EE | $1,540 | $4,236-63.6% | $2,887-46.7% | $6,689-77.0% |
| Admin fee / account holder | $3,521 | $7,867-55.2% | $4,717-25.3% | $13,398-73.7% |