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 9-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 | $99,590 | $88,710+12.3% | $81,783+21.8% | $145,959-31.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 28.89% | 1027.26%-998.4pp | 775.05%-746.2pp | 561.95%-533.1pp |
| Employer contribution / active EE | $1,208 | $3,083-60.8% | $2,913-58.5% | $4,661-74.1% |
| Participant deferral / active EE | $5,512 | $4,645+18.7% | $4,320+27.6% | $6,689-17.6% |
| Admin fee / account holder | $2,087 | $8,407-75.2% | $7,380-71.7% | $13,398-84.4% |