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 | $18,135 | $180,749-90.0% | $160,784-88.7% | $137,256-86.8% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.0%-35.3pp | 80.0%-38.3pp |
| Annual return | 13.23% | 2234.46%-2221.2pp | 1803.92%-1790.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $872 | $4,155-79.0% | $3,733-76.6% | $4,156-79.0% |
| Participant deferral / active EE | $2,146 | $6,844-68.6% | $6,293-65.9% | $6,407-66.5% |
| Admin fee / account holder | $4,493 | $10,397-56.8% | $9,717-53.8% | $12,270-63.4% |