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 10-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 | $76,275 | $67,823+12.5% | $52,425+45.5% | $137,256-44.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 23.72% | 219.11%-195.4pp | 302.12%-278.4pp | 220.34%-196.6pp |
| Employer contribution / active EE | $4,056 | $1,163+248.7% | $914+343.6% | $4,156-2.4% |
| Participant deferral / active EE | $11,868 | $2,288+418.7% | $1,790+562.8% | $6,407+85.2% |
| Admin fee / account holder | $633 | $2,844-77.7% | $2,495-74.6% | $12,270-94.8% |