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 | $131,168 | $159,934-18.0% | $147,005-10.8% | $145,959-10.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.71% | 98.24%-83.5pp | 418.76%-404.1pp | 561.95%-547.2pp |
| Employer contribution / active EE | $3,831 | $5,287-27.5% | $4,934-22.4% | $4,661-17.8% |
| Participant deferral / active EE | $21,294 | $8,427+152.7% | $8,070+163.9% | $6,689+218.4% |
| Admin fee / account holder | $1,241 | $15,053-91.8% | $13,006-90.5% | $13,398-90.7% |