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 | $160,302 | $29,319+446.7% | $52,425+205.8% | $82,448+94.4% |
| Participation rate | 5.0% | 46.9%-41.9pp | 55.6%-50.6pp | 68.1%-63.1pp |
| Annual return | 15.70% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $142 | $586-75.8% | $914-84.5% | $2,551-94.4% |
| Participant deferral / active EE | $1,426 | $1,171+21.7% | $1,790-20.4% | $4,139-65.5% |
| Admin fee / account holder | $594 | $1,962-69.8% | $2,495-76.2% | $7,234-91.8% |