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 | $121,163 | $72,071+68.1% | $68,368+77.2% | $137,256-11.7% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 18.04% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,136 | $2,788-59.3% | $2,649-57.1% | $4,156-72.7% |
| Participant deferral / active EE | $3,886 | $4,410-11.9% | $4,123-5.7% | $6,407-39.3% |
| Admin fee / account holder | $338 | $5,336-93.7% | $5,150-93.4% | $12,270-97.2% |