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 | $104,029 | $149,040-30.2% | $120,225-13.5% | $137,256-24.2% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 20.12% | 605.68%-585.6pp | 439.23%-419.1pp | 220.34%-200.2pp |
| Employer contribution / active EE | $551 | $4,350-87.3% | $3,475-84.2% | $4,156-86.7% |
| Participant deferral / active EE | $8,659 | $4,655+86.0% | $3,999+116.6% | $6,407+35.2% |
| Admin fee / account holder | $443 | $6,348-93.0% | $5,696-92.2% | $12,270-96.4% |