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 | $48,958 | $67,823-27.8% | $52,425-6.6% | $137,256-64.3% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 20.68% | 219.11%-198.4pp | 302.12%-281.4pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,009 | $1,163-13.3% | $914+10.3% | $4,156-75.7% |
| Participant deferral / active EE | $3,783 | $2,288+65.3% | $1,790+111.3% | $6,407-41.0% |
| Admin fee / account holder | $881 | $2,844-69.0% | $2,495-64.7% | $12,270-92.8% |