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 10-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 | $117,439 | $29,319+300.6% | $52,425+124.0% | $82,448+42.4% |
| Participation rate | 23.7% | 46.9%-23.1pp | 55.6%-31.9pp | 68.1%-44.3pp |
| Annual return | 14.77% | 535.20%-520.4pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $302 | $586-48.5% | $914-66.9% | $2,551-88.1% |
| Participant deferral / active EE | $1,343 | $1,171+14.7% | $1,790-25.0% | $4,139-67.5% |
| Admin fee / account holder | $4,909 | $1,962+150.2% | $2,495+96.8% | $7,234-32.1% |