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 7-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 | $59,991 | $68,097-11.9% | $62,929-4.7% | $137,256-56.3% |
| Participation rate | 58.3% | 77.4%-19.1pp | 73.1%-14.8pp | 80.0%-21.6pp |
| Annual return | 16.16% | 1859.11%-1843.0pp | 1063.93%-1047.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,251 | $2,811-19.9% | $2,505-10.1% | $4,156-45.8% |
| Participant deferral / active EE | $4,322 | $4,553-5.1% | $3,888+11.2% | $6,407-32.5% |
| Admin fee / account holder | $12,346 | $6,521+89.3% | $5,065+143.8% | $12,270+0.6% |