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 | $24,844 | $64,705-61.6% | $62,929-60.5% | $67,986-63.5% |
| Participation rate | 53.1% | 65.6%-12.5pp | 73.1%-20.0pp | 57.2%-4.1pp |
| Annual return | 17.00% | 20.31%-3.3pp | 1063.93%-1046.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,035 | $2,376-56.4% | $2,505-58.7% | $2,019-48.7% |
| Participant deferral / active EE | $1,964 | $3,198-38.6% | $3,888-49.5% | $3,358-41.5% |
| Admin fee / account holder | $1,328 | $1,428-7.0% | $5,065-73.8% | $3,203-58.5% |