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 | $243,114 | $180,749+34.5% | $160,784+51.2% | $137,256+77.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 14.52% | 2234.46%-2219.9pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,830 | $4,155-56.0% | $3,733-51.0% | $4,156-56.0% |
| Participant deferral / active EE | $3,165 | $6,844-53.8% | $6,293-49.7% | $6,407-50.6% |
| Admin fee / account holder | $10,178 | $10,397-2.1% | $9,717+4.7% | $12,270-17.0% |