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 | $105,728 | $29,319+260.6% | $52,425+101.7% | $82,448+28.2% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 20.35% | 535.20%-514.9pp | 302.12%-281.8pp | 41.64%-21.3pp |
| Employer contribution / active EE | $193 | $586-67.1% | $914-78.9% | $2,551-92.4% |
| Participant deferral / active EE | $1,182 | $1,171+0.9% | $1,790-34.0% | $4,139-71.4% |
| Admin fee / account holder | $702 | $1,962-64.2% | $2,495-71.9% | $7,234-90.3% |