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 8-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 | $36,596 | $68,097-46.3% | $62,929-41.8% | $137,256-73.3% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 18.32% | 1859.11%-1840.8pp | 1063.93%-1045.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,056 | $2,811-26.9% | $2,505-17.9% | $4,156-50.5% |
| Participant deferral / active EE | $6,119 | $4,553+34.4% | $3,888+57.4% | $6,407-4.5% |
| Admin fee / account holder | $7,887 | $6,521+20.9% | $5,065+55.7% | $12,270-35.7% |