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 | $3,788 | $29,319-87.1% | $52,425-92.8% | $82,448-95.4% |
| Participation rate | 45.2% | 46.9%-1.7pp | 55.6%-10.5pp | 68.1%-22.9pp |
| Annual return | 19.46% | 535.20%-515.7pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $433 | $1,171-63.0% | $1,790-75.8% | $4,139-89.5% |
| Admin fee / account holder | $580 | $1,962-70.4% | $2,495-76.7% | $7,234-92.0% |