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 6-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 | $50,307 | $68,097-26.1% | $62,929-20.1% | $137,256-63.3% |
| Participation rate | 58.3% | 77.4%-19.1pp | 73.1%-14.8pp | 80.0%-21.6pp |
| Annual return | 24.95% | 1859.11%-1834.2pp | 1063.93%-1039.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,644 | $2,811-41.5% | $2,505-34.4% | $4,156-60.4% |
| Participant deferral / active EE | $7,498 | $4,553+64.7% | $3,888+92.8% | $6,407+17.0% |
| Admin fee / account holder | $1,611 | $6,521-75.3% | $5,065-68.2% | $12,270-86.9% |