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 3-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 | $2,319 | $67,823-96.6% | $52,425-95.6% | $137,256-98.3% |
| Participation rate | 56.3% | 63.9%-7.7pp | 55.6%+0.6pp | 80.0%-23.7pp |
| Annual return | 16.51% | 219.11%-202.6pp | 302.12%-285.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $848 | $2,288-62.9% | $1,790-52.6% | $6,407-86.8% |
| Admin fee / account holder | $608 | $2,844-78.6% | $2,495-75.6% | $12,270-95.0% |