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 6-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 | $48,305 | $180,749-73.3% | $160,784-70.0% | $137,256-64.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 18.44% | 2234.46%-2216.0pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,357 | $4,155-67.3% | $3,733-63.6% | $4,156-67.3% |
| Participant deferral / active EE | $4,256 | $6,844-37.8% | $6,293-32.4% | $6,407-33.6% |
| Admin fee / account holder | $4,351 | $10,397-58.2% | $9,717-55.2% | $12,270-64.5% |