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 | $208,979 | $29,319+612.8% | $52,425+298.6% | $82,448+153.5% |
| Participation rate | 27.6% | 46.9%-19.3pp | 55.6%-28.0pp | 68.1%-40.5pp |
| Annual return | 15.58% | 535.20%-519.6pp | 302.12%-286.5pp | 41.64%-26.1pp |
| Employer contribution / active EE | $920 | $586+56.8% | $914+0.6% | $2,551-64.0% |
| Participant deferral / active EE | $2,247 | $1,171+91.9% | $1,790+25.5% | $4,139-45.7% |
| Admin fee / account holder | $1,923 | $1,962-2.0% | $2,495-22.9% | $7,234-73.4% |