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 4-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 | $26,435 | $101,618-74.0% | $93,063-71.6% | $137,256-80.7% |
| Participation rate | 20.0% | 74.9%-54.9pp | 72.1%-52.1pp | 80.0%-60.0pp |
| Annual return | 34.56% | 223.95%-189.4pp | 34.15%+0.4pp | 220.34%-185.8pp |
| Employer contribution / active EE | $1,265 | $2,707-53.3% | $2,476-48.9% | $4,156-69.6% |
| Participant deferral / active EE | $1,988 | $4,279-53.5% | $3,958-49.8% | $6,407-69.0% |
| Admin fee / account holder | $673 | $6,198-89.1% | $6,033-88.9% | $12,270-94.5% |