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 | $181,361 | $99,921+81.5% | $85,009+113.3% | $145,959+24.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 13.56% | 83.89%-70.3pp | 66.47%-52.9pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,418 | $3,233-25.2% | $2,728-11.4% | $4,661-48.1% |
| Participant deferral / active EE | $7,065 | $5,293+33.5% | $4,522+56.2% | $6,689+5.6% |
| Admin fee / account holder | $542 | $7,252-92.5% | $6,153-91.2% | $13,398-96.0% |