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 | $27,543 | $183,592-85.0% | $155,567-82.3% | $145,959-81.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.27% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,162 | $5,315-59.3% | $4,674-53.7% | $4,661-53.6% |
| Participant deferral / active EE | $4,878 | $6,464-24.5% | $5,628-13.3% | $6,689-27.1% |
| Admin fee / account holder | $543 | $19,318-97.2% | $15,916-96.6% | $13,398-95.9% |