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 7-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 | $28,409 | $29,319-3.1% | $52,425-45.8% | $82,448-65.5% |
| Participation rate | 45.5% | 46.9%-1.4pp | 55.6%-10.2pp | 68.1%-22.6pp |
| Annual return | 21.87% | 535.20%-513.3pp | 302.12%-280.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $707 | $586+20.6% | $914-22.6% | $2,551-72.3% |
| Participant deferral / active EE | $2,172 | $1,171+85.4% | $1,790+21.3% | $4,139-47.5% |
| Admin fee / account holder | $676 | $1,962-65.5% | $2,495-72.9% | $7,234-90.7% |