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 8-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 | $45,598 | $126,519-64.0% | $106,201-57.1% | $145,959-68.8% |
| Participation rate | 57.9% | 77.7%-19.8pp | 75.3%-17.4pp | 80.3%-22.4pp |
| Annual return | 10.77% | 225.10%-214.3pp | 116.26%-105.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,014 | $3,726-72.8% | $3,170-68.0% | $4,661-78.2% |
| Participant deferral / active EE | $1,736 | $5,716-69.6% | $5,012-65.4% | $6,689-74.0% |
| Admin fee / account holder | $2,878 | $17,312-83.4% | $11,039-73.9% | $13,398-78.5% |