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 9-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 | $64,507 | $210,698-69.4% | $178,014-63.8% | $145,959-55.8% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 17.29% | 386.27%-369.0pp | 294.80%-277.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,738 | $4,567-40.1% | $3,950-30.7% | $4,661-41.3% |
| Participant deferral / active EE | $4,946 | $6,958-28.9% | $6,276-21.2% | $6,689-26.1% |
| Admin fee / account holder | $8,316 | $12,016-30.8% | $10,362-19.7% | $13,398-37.9% |