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 | $138,035 | $169,161-18.4% | $129,295+6.8% | $145,959-5.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 11.53% | 14348.07%-14336.5pp | 9429.28%-9417.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $6,726 | $5,543+21.3% | $4,157+61.8% | $4,661+44.3% |
| Participant deferral / active EE | $8,403 | $4,989+68.4% | $4,169+101.5% | $6,689+25.6% |
| Admin fee / account holder | $32,881 | $9,878+232.9% | $7,665+329.0% | $13,398+145.4% |