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 8-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 | $22,224 | $172,111-87.1% | $150,298-85.2% | $137,256-83.8% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 19.64% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,570 | $4,636-44.6% | $4,154-38.1% | $4,156-38.2% |
| Participant deferral / active EE | $3,228 | $6,166-47.6% | $5,453-40.8% | $6,407-49.6% |
| Admin fee / account holder | $822 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |