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 | $76,928 | $68,097+13.0% | $62,929+22.2% | $137,256-44.0% |
| Participation rate | 26.7% | 77.4%-50.8pp | 73.1%-46.4pp | 80.0%-53.3pp |
| Annual return | 13.88% | 1859.11%-1845.2pp | 1063.93%-1050.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $908 | $2,811-67.7% | $2,505-63.7% | $4,156-78.2% |
| Participant deferral / active EE | $3,838 | $4,553-15.7% | $3,888-1.3% | $6,407-40.1% |
| Admin fee / account holder | $8,866 | $6,521+35.9% | $5,065+75.1% | $12,270-27.7% |