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 | $34,169 | $169,161-79.8% | $129,295-73.6% | $145,959-76.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 14.07% | 14348.07%-14334.0pp | 9429.28%-9415.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,873 | $5,543-66.2% | $4,157-54.9% | $4,661-59.8% |
| Participant deferral / active EE | $3,715 | $4,989-25.5% | $4,169-10.9% | $6,689-44.5% |
| Admin fee / account holder | $917 | $9,878-90.7% | $7,665-88.0% | $13,398-93.2% |