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 6-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 | $166,454 | $159,934+4.1% | $147,005+13.2% | $145,959+14.0% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 12.99% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,765 | $5,287-47.7% | $4,934-44.0% | $4,661-40.7% |
| Participant deferral / active EE | $8,181 | $8,427-2.9% | $8,070+1.4% | $6,689+22.3% |
| Admin fee / account holder | $858 | $15,053-94.3% | $13,006-93.4% | $13,398-93.6% |