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 9-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 | $38,806 | $29,319+32.4% | $52,425-26.0% | $82,448-52.9% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 17.02% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $517 | $586-11.9% | $914-43.5% | $2,551-79.8% |
| Participant deferral / active EE | $1,303 | $1,171+11.3% | $1,790-27.2% | $4,139-68.5% |
| Admin fee / account holder | $454 | $1,962-76.9% | $2,495-81.8% | $7,234-93.7% |