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 | $11,229 | $97,125-88.4% | $86,233-87.0% | $137,256-91.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 23.69% | 74.19%-50.5pp | 61.39%-37.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,447 | $2,841-49.1% | $2,504-42.2% | $4,156-65.2% |
| Participant deferral / active EE | $3,210 | $5,180-38.0% | $4,559-29.6% | $6,407-49.9% |
| Admin fee / account holder | $739 | $9,725-92.4% | $8,342-91.1% | $12,270-94.0% |