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 | $17,270 | $29,319-41.1% | $52,425-67.1% | $82,448-79.1% |
| Participation rate | 9.8% | 46.9%-37.1pp | 55.6%-45.8pp | 68.1%-58.3pp |
| Annual return | 28.61% | 535.20%-506.6pp | 302.12%-273.5pp | 41.64%-13.0pp |
| Employer contribution / active EE | $187 | $586-68.1% | $914-79.6% | $2,551-92.7% |
| Participant deferral / active EE | $527 | $1,171-55.0% | $1,790-70.6% | $4,139-87.3% |
| Admin fee / account holder | $902 | $1,962-54.0% | $2,495-63.9% | $7,234-87.5% |