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 | $84,007 | $149,040-43.6% | $120,225-30.1% | $137,256-38.8% |
| Participation rate | 47.8% | 75.4%-27.6pp | 69.6%-21.8pp | 80.0%-32.1pp |
| Annual return | 17.14% | 605.68%-588.5pp | 439.23%-422.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $802 | $4,350-81.6% | $3,475-76.9% | $4,156-80.7% |
| Participant deferral / active EE | $2,803 | $4,655-39.8% | $3,999-29.9% | $6,407-56.2% |
| Admin fee / account holder | $9,437 | $6,348+48.7% | $5,696+65.7% | $12,270-23.1% |