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 | $27,646 | $102,382-73.0% | $147,005-81.2% | $80,874-65.8% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 12.28% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $2,060 | $3,715-44.5% | $4,934-58.2% | $2,756-25.2% |
| Participant deferral / active EE | $3,901 | $6,646-41.3% | $8,070-51.7% | $4,297-9.2% |
| Admin fee / account holder | $3,827 | $7,942-51.8% | $13,006-70.6% | $6,935-44.8% |