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 4-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 | $35,855 | $102,382-65.0% | $147,005-75.6% | $80,874-55.7% |
| Participation rate | 37.9% | 75.8%-37.9pp | 82.2%-44.2pp | 67.6%-29.7pp |
| Annual return | 161.20% | 134.89%+26.3pp | 418.76%-257.6pp | 35.62%+125.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,601 | $6,646-45.8% | $8,070-55.4% | $4,297-16.2% |
| Admin fee / account holder | $6,058 | $7,942-23.7% | $13,006-53.4% | $6,935-12.6% |