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 | $56,057 | $173,340-67.7% | $136,007-58.8% | $145,959-61.6% |
| Participation rate | 66.7% | 80.5%-13.8pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 57.81% | 1163.32%-1105.5pp | 579.32%-521.5pp | 561.95%-504.1pp |
| Employer contribution / active EE | $4,922 | $5,275-6.7% | $4,215+16.8% | $4,661+5.6% |
| Participant deferral / active EE | $6,948 | $8,699-20.1% | $7,024-1.1% | $6,689+3.9% |
| Admin fee / account holder | $22,931 | $9,954+130.4% | $6,858+234.4% | $13,398+71.2% |