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 | $11,895 | $63,703-81.3% | $93,063-87.2% | $82,448-85.6% |
| Participation rate | 35.8% | 63.8%-28.0pp | 72.1%-36.3pp | 68.1%-32.2pp |
| Annual return | 16.48% | -775.43%+791.9pp | 34.15%-17.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $438 | $1,729-74.6% | $2,476-82.3% | $2,551-82.8% |
| Participant deferral / active EE | $1,164 | $2,919-60.1% | $3,958-70.6% | $4,139-71.9% |
| Admin fee / account holder | $383 | $5,982-93.6% | $6,033-93.7% | $7,234-94.7% |