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 | $181,781 | $88,710+104.9% | $81,783+122.3% | $145,959+24.5% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 15.47% | 1027.26%-1011.8pp | 775.05%-759.6pp | 561.95%-546.5pp |
| Employer contribution / active EE | $2,919 | $3,083-5.3% | $2,913+0.2% | $4,661-37.4% |
| Participant deferral / active EE | $6,006 | $4,645+29.3% | $4,320+39.0% | $6,689-10.2% |
| Admin fee / account holder | $2,618 | $8,407-68.9% | $7,380-64.5% | $13,398-80.5% |