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 | $179,169 | $67,823+164.2% | $52,425+241.8% | $137,256+30.5% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 14.06% | 219.11%-205.0pp | 302.12%-288.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $964 | $1,163-17.1% | $914+5.5% | $4,156-76.8% |
| Participant deferral / active EE | $2,848 | $2,288+24.5% | $1,790+59.1% | $6,407-55.5% |
| Admin fee / account holder | $130,384 | $2,844+4484.3% | $2,495+5126.1% | $12,270+962.6% |