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 | $116,511 | $88,710+31.3% | $81,783+42.5% | $145,959-20.2% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 13.99% | 1027.26%-1013.3pp | 775.05%-761.1pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,121 | $3,083-63.6% | $2,913-61.5% | $4,661-75.9% |
| Participant deferral / active EE | $1,579 | $4,645-66.0% | $4,320-63.4% | $6,689-76.4% |
| Admin fee / account holder | $524 | $8,407-93.8% | $7,380-92.9% | $13,398-96.1% |