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 3-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 | $62,124 | $209,336-70.3% | $197,124-68.5% | $137,256-54.7% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 97.37% | 48.09%+49.3pp | 44.34%+53.0pp | 220.34%-123.0pp |
| Employer contribution / active EE | $8,928 | $6,591+35.5% | $6,227+43.4% | $4,156+114.8% |
| Participant deferral / active EE | $16,063 | $9,614+67.1% | $9,135+75.8% | $6,407+150.7% |
| Admin fee / account holder | $47,969 | $17,308+177.2% | $16,298+194.3% | $12,270+290.9% |