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 | $184,228 | $47,479+288.0% | $62,929+192.8% | $82,448+123.4% |
| Participation rate | 18.5% | 66.9%-48.4pp | 73.1%-54.6pp | 68.1%-49.5pp |
| Annual return | 14.19% | 20.34%-6.2pp | 1063.93%-1049.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $355 | $1,885-81.2% | $2,505-85.8% | $2,551-86.1% |
| Participant deferral / active EE | $828 | $2,870-71.1% | $3,888-78.7% | $4,139-80.0% |
| Admin fee / account holder | $1,156 | $3,804-69.6% | $5,065-77.2% | $7,234-84.0% |