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 | $23,533 | $149,040-84.2% | $120,225-80.4% | $137,256-82.9% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 19.22% | 605.68%-586.5pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,051 | $4,350-75.8% | $3,475-69.8% | $4,156-74.7% |
| Participant deferral / active EE | $1,358 | $4,655-70.8% | $3,999-66.0% | $6,407-78.8% |
| Admin fee / account holder | $1,271 | $6,348-80.0% | $5,696-77.7% | $12,270-89.6% |