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 | $101,873 | $80,812+26.1% | $160,784-36.6% | $82,448+23.6% |
| Participation rate | 43.6% | 66.2%-22.6pp | 77.0%-33.4pp | 68.1%-24.5pp |
| Annual return | 14.40% | 100.59%-86.2pp | 1803.92%-1789.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,114 | $2,174-48.8% | $3,733-70.2% | $2,551-56.3% |
| Participant deferral / active EE | $2,396 | $4,335-44.7% | $6,293-61.9% | $4,139-42.1% |
| Admin fee / account holder | $780 | $7,695-89.9% | $9,717-92.0% | $7,234-89.2% |