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 6-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 | $29,779 | $102,382-70.9% | $147,005-79.7% | $80,874-63.2% |
| Participation rate | 62.8% | 75.8%-13.1pp | 82.2%-19.4pp | 67.6%-4.9pp |
| Annual return | 17.26% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $2,031 | $3,715-45.3% | $4,934-58.8% | $2,756-26.3% |
| Participant deferral / active EE | $4,752 | $6,646-28.5% | $8,070-41.1% | $4,297+10.6% |
| Admin fee / account holder | $1,916 | $7,942-75.9% | $13,006-85.3% | $6,935-72.4% |