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 7-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 | $36,079 | $55,472-35.0% | $155,567-76.8% | $74,546-51.6% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 12.46% | 268.72%-256.3pp | 64.74%-52.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $831 | $2,269-63.4% | $4,674-82.2% | $2,624-68.4% |
| Participant deferral / active EE | $1,212 | $2,838-57.3% | $5,628-78.5% | $4,347-72.1% |
| Admin fee / account holder | $11,385 | $1,743+553.4% | $15,916-28.5% | $1,944+485.8% |