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 | $22,027 | $178,174-87.6% | $156,181-85.9% | $137,256-84.0% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.8%-22.6pp | 80.0%-23.7pp |
| Annual return | 20.40% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,412 | $4,972-71.6% | $4,294-67.1% | $4,156-66.0% |
| Participant deferral / active EE | $3,419 | $6,888-50.4% | $6,132-44.2% | $6,407-46.6% |
| Admin fee / account holder | $634 | $17,404-96.4% | $14,586-95.7% | $12,270-94.8% |