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 | $10,094 | $81,233-87.6% | $155,567-93.5% | $80,874-87.5% |
| Participation rate | 54.3% | 66.2%-11.9pp | 78.2%-23.9pp | 67.6%-13.4pp |
| Annual return | 18.25% | 33.33%-15.1pp | 64.74%-46.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $852 | $3,101-72.5% | $4,674-81.8% | $2,756-69.1% |
| Participant deferral / active EE | $1,284 | $3,452-62.8% | $5,628-77.2% | $4,297-70.1% |
| Admin fee / account holder | $441 | $7,998-94.5% | $15,916-97.2% | $6,935-93.6% |