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 3-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 | $33,830 | $102,382-67.0% | $147,005-77.0% | $80,874-58.2% |
| Participation rate | 43.2% | 75.8%-32.6pp | 82.2%-38.9pp | 67.6%-24.4pp |
| Annual return | 13.58% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,281 | $3,715-65.5% | $4,934-74.0% | $2,756-53.5% |
| Participant deferral / active EE | $3,782 | $6,646-43.1% | $8,070-53.1% | $4,297-12.0% |
| Admin fee / account holder | $313 | $7,942-96.1% | $13,006-97.6% | $6,935-95.5% |