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 10-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 | $179,238 | $132,634+35.1% | $115,768+54.8% | $137,256+30.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 10.66% | 160.70%-150.0pp | 100.46%-89.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,679 | $3,360-50.0% | $2,940-42.9% | $4,156-59.6% |
| Participant deferral / active EE | $3,679 | $5,619-34.5% | $4,917-25.2% | $6,407-42.6% |
| Admin fee / account holder | $37,245 | $15,028+147.8% | $12,439+199.4% | $12,270+203.5% |