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 | $80,697 | $90,397-10.7% | $76,002+6.2% | $145,959-44.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 14.35% | 621.97%-607.6pp | 360.07%-345.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,238 | $3,317-2.4% | $2,688+20.5% | $4,661-30.5% |
| Participant deferral / active EE | $4,501 | $5,163-12.8% | $4,257+5.7% | $6,689-32.7% |
| Admin fee / account holder | $756 | $8,369-91.0% | $6,414-88.2% | $13,398-94.4% |