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 5-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 | $35,389 | $68,097-48.0% | $62,929-43.8% | $137,256-74.2% |
| Participation rate | 36.4% | 77.4%-41.1pp | 73.1%-36.7pp | 80.0%-43.6pp |
| Annual return | 19.32% | 1859.11%-1839.8pp | 1063.93%-1044.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,000 | $2,811-64.4% | $2,505-60.1% | $4,156-75.9% |
| Participant deferral / active EE | $3,816 | $4,553-16.2% | $3,888-1.9% | $6,407-40.4% |
| Admin fee / account holder | $5,294 | $6,521-18.8% | $5,065+4.5% | $12,270-56.9% |