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 | $18,577 | $72,071-74.2% | $68,368-72.8% | $137,256-86.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.57% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $643 | $2,788-76.9% | $2,649-75.7% | $4,156-84.5% |
| Participant deferral / active EE | $3,947 | $4,410-10.5% | $4,123-4.3% | $6,407-38.4% |
| Admin fee / account holder | $5,123 | $5,336-4.0% | $5,150-0.5% | $12,270-58.3% |