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 | $128,820 | $76,785+67.8% | $56,441+128.2% | $145,959-11.7% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 9.91% | 3000.51%-2990.6pp | 1704.21%-1694.3pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,868 | $1,381+35.3% | $1,039+79.7% | $4,661-59.9% |
| Participant deferral / active EE | $6,305 | $2,624+140.3% | $1,953+222.9% | $6,689-5.7% |
| Admin fee / account holder | $3,304 | $3,334-0.9% | $2,829+16.8% | $13,398-75.3% |