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 | $86,191 | $74,661+15.4% | $160,784-46.4% | $67,986+26.8% |
| Participation rate | 47.2% | 57.1%-9.9pp | 77.0%-29.7pp | 57.2%-10.0pp |
| Annual return | 48.84% | 28.83%+20.0pp | 1803.92%-1755.1pp | 31.67%+17.2pp |
| Employer contribution / active EE | $1,890 | $1,829+3.3% | $3,733-49.4% | $2,019-6.4% |
| Participant deferral / active EE | $4,443 | $3,681+20.7% | $6,293-29.4% | $3,358+32.3% |
| Admin fee / account holder | $4,315 | $3,959+9.0% | $9,717-55.6% | $3,203+34.7% |