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 | $50,430 | $34,932+44.4% | $56,441-10.6% | $74,546-32.4% |
| Participation rate | 25.2% | 32.9%-7.6pp | 52.5%-27.3pp | 67.2%-42.0pp |
| Annual return | 17.68% | 24.90%-7.2pp | 1704.21%-1686.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $113 | $608-81.4% | $1,039-89.1% | $2,624-95.7% |
| Participant deferral / active EE | $1,133 | $1,173-3.4% | $1,953-42.0% | $4,347-73.9% |
| Admin fee / account holder | $1,763 | $2,359-25.3% | $2,829-37.7% | $1,944-9.3% |