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 6-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 | $5,633 | $67,823-91.7% | $52,425-89.3% | $137,256-95.9% |
| Participation rate | 45.8% | 63.9%-18.1pp | 55.6%-9.8pp | 80.0%-34.1pp |
| Annual return | 19.70% | 219.11%-199.4pp | 302.12%-282.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $227 | $1,163-80.5% | $914-75.2% | $4,156-94.5% |
| Participant deferral / active EE | $271 | $2,288-88.2% | $1,790-84.9% | $6,407-95.8% |
| Admin fee / account holder | $387 | $2,844-86.4% | $2,495-84.5% | $12,270-96.8% |