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 | $169,407 | $29,667+471.0% | $56,441+200.1% | $80,874+109.5% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.6%-58.6pp |
| Annual return | 15.78% | 35.22%-19.4pp | 1704.21%-1688.4pp | 35.62%-19.8pp |
| Employer contribution / active EE | $216 | $669-67.7% | $1,039-79.2% | $2,756-92.2% |
| Participant deferral / active EE | $952 | $1,227-22.4% | $1,953-51.3% | $4,297-77.9% |
| Admin fee / account holder | $3,190 | $2,429+31.3% | $2,829+12.8% | $6,935-54.0% |