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 6-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 | $12,456 | $101,618-87.7% | $93,063-86.6% | $137,256-90.9% |
| Participation rate | 61.1% | 74.9%-13.8pp | 72.1%-11.0pp | 80.0%-18.8pp |
| Annual return | 13.64% | 223.95%-210.3pp | 34.15%-20.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $505 | $2,707-81.3% | $2,476-79.6% | $4,156-87.9% |
| Participant deferral / active EE | $852 | $4,279-80.1% | $3,958-78.5% | $6,407-86.7% |
| Admin fee / account holder | $1,123 | $6,198-81.9% | $6,033-81.4% | $12,270-90.9% |