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 4-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 | $1,757 | $29,319-94.0% | $52,425-96.6% | $82,448-97.9% |
| Participation rate | 48.1% | 46.9%+1.3pp | 55.6%-7.5pp | 68.1%-19.9pp |
| Annual return | 18.45% | 535.20%-516.8pp | 302.12%-283.7pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $396 | $1,171-66.2% | $1,790-77.9% | $4,139-90.4% |
| Admin fee / account holder | $301 | $1,962-84.7% | $2,495-88.0% | $7,234-95.8% |