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 | $114,039 | $69,745+63.5% | $67,511+68.9% | $74,546+53.0% |
| Participation rate | 48.6% | 71.3%-22.8pp | 72.9%-24.3pp | 67.2%-18.7pp |
| Annual return | 11.92% | -40.37%+52.3pp | 3517.41%-3505.5pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,470 | $2,705-45.7% | $2,733-46.2% | $2,624-44.0% |
| Participant deferral / active EE | $1,839 | $3,636-49.4% | $4,000-54.0% | $4,347-57.7% |
| Admin fee / account holder | $5,876 | $894+557.2% | $3,999+46.9% | $1,944+202.3% |