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 | $90,462 | $27,243+232.1% | $52,425+72.6% | $79,634+13.6% |
| Participation rate | 0.0% | 22.4%-22.4pp | 55.6%-55.6pp | 62.5%-62.5pp |
| Annual return | 17.53% | 63.36%-45.8pp | 302.12%-284.6pp | 36.46%-18.9pp |
| Employer contribution / active EE | $80 | $319-75.0% | $914-91.3% | $2,529-96.8% |
| Participant deferral / active EE | $181 | $636-71.5% | $1,790-89.9% | $3,835-95.3% |
| Admin fee / account holder | $3,832 | $2,105+82.0% | $2,495+53.6% | $1,002+282.4% |