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 10-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 | $24,751 | $52,353-52.7% | $120,225-79.4% | $82,448-70.0% |
| Participation rate | 52.6% | 58.3%-5.7pp | 69.6%-16.9pp | 68.1%-15.4pp |
| Annual return | 15.29% | 61.85%-46.6pp | 439.23%-423.9pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,007 | $1,510-33.3% | $3,475-71.0% | $2,551-60.5% |
| Participant deferral / active EE | $1,476 | $2,627-43.8% | $3,999-63.1% | $4,139-64.3% |
| Admin fee / account holder | $860 | $4,363-80.3% | $5,696-84.9% | $7,234-88.1% |