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 | $27,691 | $72,071-61.6% | $68,368-59.5% | $137,256-79.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 17.71% | 353.14%-335.4pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,151 | $2,788-22.8% | $2,649-18.8% | $4,156-48.2% |
| Participant deferral / active EE | $3,767 | $4,410-14.6% | $4,123-8.6% | $6,407-41.2% |
| Admin fee / account holder | $558 | $5,336-89.5% | $5,150-89.2% | $12,270-95.5% |