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 3-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 | $82,391 | $90,397-8.9% | $76,002+8.4% | $145,959-43.6% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.1%-30.6pp | 80.3%-41.8pp |
| Annual return | 16.42% | 621.97%-605.6pp | 360.07%-343.6pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,686 | $3,317-49.2% | $2,688-37.3% | $4,661-63.8% |
| Participant deferral / active EE | $8,668 | $5,163+67.9% | $4,257+103.6% | $6,689+29.6% |
| Admin fee / account holder | $2,559 | $8,369-69.4% | $6,414-60.1% | $13,398-80.9% |