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 | $23,198 | $62,146-62.7% | $81,438-71.5% | $74,546-68.9% |
| Participation rate | 46.4% | 64.1%-17.7pp | 69.5%-23.1pp | 67.2%-20.8pp |
| Annual return | 12.27% | 16.49%-4.2pp | 24.74%-12.5pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,460-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,507 | $3,229-53.3% | $3,883-61.2% | $4,347-65.3% |
| Admin fee / account holder | $7,141 | $1,922+271.5% | $5,764+23.9% | $1,944+267.4% |