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 | $42,624 | $80,812-47.3% | $160,784-73.5% | $82,448-48.3% |
| Participation rate | 57.7% | 66.2%-8.5pp | 77.0%-19.3pp | 68.1%-10.4pp |
| Annual return | 17.49% | 100.59%-83.1pp | 1803.92%-1786.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $856 | $2,174-60.6% | $3,733-77.1% | $2,551-66.4% |
| Participant deferral / active EE | $1,999 | $4,335-53.9% | $6,293-68.2% | $4,139-51.7% |
| Admin fee / account holder | $4,469 | $7,695-41.9% | $9,717-54.0% | $7,234-38.2% |