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 7-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 | $69,933 | $80,812-13.5% | $160,784-56.5% | $82,448-15.2% |
| Participation rate | 62.1% | 66.2%-4.2pp | 77.0%-14.9pp | 68.1%-6.0pp |
| Annual return | 19.76% | 100.59%-80.8pp | 1803.92%-1784.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,485 | $2,174+14.3% | $3,733-33.4% | $2,551-2.6% |
| Participant deferral / active EE | $7,577 | $4,335+74.8% | $6,293+20.4% | $4,139+83.1% |
| Admin fee / account holder | $3,694 | $7,695-52.0% | $9,717-62.0% | $7,234-48.9% |