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 | $93,552 | $29,319+219.1% | $52,425+78.4% | $82,448+13.5% |
| Participation rate | 18.2% | 46.9%-28.7pp | 55.6%-37.4pp | 68.1%-49.9pp |
| Annual return | 14.99% | 535.20%-520.2pp | 302.12%-287.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $602 | $586+2.6% | $914-34.2% | $2,551-76.4% |
| Participant deferral / active EE | $1,517 | $1,171+29.5% | $1,790-15.3% | $4,139-63.4% |
| Admin fee / account holder | $1,525 | $1,962-22.3% | $2,495-38.9% | $7,234-78.9% |