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 5-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 | $10,663 | $97,125-89.0% | $86,233-87.6% | $137,256-92.2% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.0%-26.9pp | 80.0%-37.9pp |
| Annual return | 18.82% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,111 | $5,180-78.5% | $4,559-75.6% | $6,407-82.7% |
| Admin fee / account holder | $465 | $9,725-95.2% | $8,342-94.4% | $12,270-96.2% |