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 | $24,805 | $76,785-67.7% | $56,441-56.1% | $145,959-83.0% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.8pp | 80.3%-27.0pp |
| Annual return | 20.34% | 3000.51%-2980.2pp | 1704.21%-1683.9pp | 561.95%-541.6pp |
| Employer contribution / active EE | $721 | $1,381-47.8% | $1,039-30.6% | $4,661-84.5% |
| Participant deferral / active EE | $3,511 | $2,624+33.8% | $1,953+79.8% | $6,689-47.5% |
| Admin fee / account holder | $450 | $3,334-86.5% | $2,829-84.1% | $13,398-96.6% |