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 10-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 | $84,919 | $45,343+87.3% | $150,298-43.5% | $67,986+24.9% |
| Participation rate | 23.2% | 51.9%-28.7pp | 77.8%-54.6pp | 57.2%-34.0pp |
| Annual return | 32799.49% | 33.28%+32766.2pp | 62.79%+32736.7pp | 31.67%+32767.8pp |
| Employer contribution / active EE | $392 | $1,462-73.2% | $4,154-90.6% | $2,019-80.6% |
| Participant deferral / active EE | $1,045 | $2,055-49.1% | $5,453-80.8% | $3,358-68.9% |
| Admin fee / account holder | $9,927 | $2,250+341.3% | $14,116-29.7% | $3,203+209.9% |