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 | $14,111 | $44,984-68.6% | $85,009-83.4% | $74,546-81.1% |
| Participation rate | 26.4% | 49.4%-22.9pp | 67.5%-41.1pp | 67.2%-40.8pp |
| Annual return | 106.93% | 26.25%+80.7pp | 66.47%+40.5pp | 1366.03%-1259.1pp |
| Employer contribution / active EE | $254 | $1,458-82.6% | $2,728-90.7% | $2,624-90.3% |
| Participant deferral / active EE | $1,811 | $2,733-33.8% | $4,522-60.0% | $4,347-58.4% |
| Admin fee / account holder | $1,631 | $2,208-26.1% | $6,153-73.5% | $1,944-16.1% |