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 | $3,190 | $51,638-93.8% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 51.6% | 63.6%-12.0pp | 73.8%-22.1pp | 68.1%-16.5pp |
| Annual return | 25.74% | 37.53%-11.8pp | 292.57%-266.8pp | 41.64%-15.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,001 | $2,914-65.6% | $4,123-75.7% | $4,139-75.8% |
| Admin fee / account holder | $471 | $4,643-89.9% | $5,150-90.9% | $7,234-93.5% |