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 4-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 | $34,530 | $180,749-80.9% | $160,784-78.5% | $137,256-74.8% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.0%-48.4pp | 80.0%-51.4pp |
| Annual return | 15.61% | 2234.46%-2218.9pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $814 | $4,155-80.4% | $3,733-78.2% | $4,156-80.4% |
| Participant deferral / active EE | $3,996 | $6,844-41.6% | $6,293-36.5% | $6,407-37.6% |
| Admin fee / account holder | $600 | $10,397-94.2% | $9,717-93.8% | $12,270-95.1% |