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 | $52,240 | $80,812-35.4% | $160,784-67.5% | $82,448-36.6% |
| Participation rate | 67.9% | 66.2%+1.6pp | 77.0%-9.1pp | 68.1%-0.2pp |
| Annual return | 15.88% | 100.59%-84.7pp | 1803.92%-1788.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,143 | $2,174-47.4% | $3,733-69.4% | $2,551-55.2% |
| Participant deferral / active EE | $3,679 | $4,335-15.1% | $6,293-41.5% | $4,139-11.1% |
| Admin fee / account holder | $761 | $7,695-90.1% | $9,717-92.2% | $7,234-89.5% |