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 | $25,031 | $61,789-59.5% | $97,167-74.2% | $80,874-69.0% |
| Participation rate | 59.2% | 63.5%-4.3pp | 72.7%-13.5pp | 67.6%-8.5pp |
| Annual return | 15.03% | -557.90%+572.9pp | 75.27%-60.2pp | 35.62%-20.6pp |
| Employer contribution / active EE | $677 | $1,837-63.1% | $2,729-75.2% | $2,756-75.4% |
| Participant deferral / active EE | $1,170 | $3,028-61.4% | $4,264-72.6% | $4,297-72.8% |
| Admin fee / account holder | $636 | $5,168-87.7% | $5,650-88.7% | $6,935-90.8% |