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 | $44,200 | $29,319+50.8% | $52,425-15.7% | $82,448-46.4% |
| Participation rate | 51.6% | 46.9%+4.8pp | 55.6%-4.0pp | 68.1%-16.4pp |
| Annual return | 16.35% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,793 | $586+205.7% | $914+96.1% | $2,551-29.7% |
| Participant deferral / active EE | $3,427 | $1,171+192.5% | $1,790+91.4% | $4,139-17.2% |
| Admin fee / account holder | $3,721 | $1,962+89.6% | $2,495+49.1% | $7,234-48.6% |