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 3-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 | $23,409 | $29,319-20.2% | $52,425-55.3% | $82,448-71.6% |
| Participation rate | 19.1% | 46.9%-27.7pp | 55.6%-36.5pp | 68.1%-49.0pp |
| Annual return | 15.22% | 535.20%-520.0pp | 302.12%-286.9pp | 41.64%-26.4pp |
| Employer contribution / active EE | $305 | $586-48.0% | $914-66.7% | $2,551-88.1% |
| Participant deferral / active EE | $438 | $1,171-62.6% | $1,790-75.5% | $4,139-89.4% |
| Admin fee / account holder | $607 | $1,962-69.0% | $2,495-75.7% | $7,234-91.6% |