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 5-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 | $131,173 | $76,785+70.8% | $56,441+132.4% | $145,959-10.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 10.99% | 3000.51%-2989.5pp | 1704.21%-1693.2pp | 561.95%-551.0pp |
| Employer contribution / active EE | $700 | $1,381-49.3% | $1,039-32.6% | $4,661-85.0% |
| Participant deferral / active EE | $11,500 | $2,624+338.3% | $1,953+488.9% | $6,689+71.9% |
| Admin fee / account holder | $1,995 | $3,334-40.2% | $2,829-29.5% | $13,398-85.1% |