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 | $28,013 | $100,970-72.3% | $96,576-71.0% | $137,256-79.6% |
| Participation rate | 61.9% | 82.6%-20.7pp | 81.4%-19.5pp | 80.0%-18.1pp |
| Annual return | 19.61% | 38.16%-18.5pp | 38.47%-18.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,524 | $8,286-69.5% | $7,956-68.3% | $6,407-60.6% |
| Admin fee / account holder | $2,500 | $11,312-77.9% | $11,381-78.0% | $12,270-79.6% |