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 5-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 | $136,181 | $68,097+100.0% | $62,929+116.4% | $137,256-0.8% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.0%-60.0pp |
| Annual return | 19.24% | 1859.11%-1839.9pp | 1063.93%-1044.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $328 | $2,811-88.3% | $2,505-86.9% | $4,156-92.1% |
| Participant deferral / active EE | $3,505 | $4,553-23.0% | $3,888-9.8% | $6,407-45.3% |
| Admin fee / account holder | $1,250 | $6,521-80.8% | $5,065-75.3% | $12,270-89.8% |