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 8-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 | $16,414 | $29,319-44.0% | $52,425-68.7% | $82,448-80.1% |
| Participation rate | 53.0% | 46.9%+6.2pp | 55.6%-2.6pp | 68.1%-15.0pp |
| Annual return | 17.89% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $500 | $586-14.7% | $914-45.3% | $2,551-80.4% |
| Participant deferral / active EE | $1,074 | $1,171-8.3% | $1,790-40.0% | $4,139-74.1% |
| Admin fee / account holder | $1,145 | $1,962-41.7% | $2,495-54.1% | $7,234-84.2% |