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 | $27,506 | $29,319-6.2% | $52,425-47.5% | $82,448-66.6% |
| Participation rate | 13.5% | 46.9%-33.3pp | 55.6%-42.1pp | 68.1%-54.6pp |
| Annual return | 31.54% | 535.20%-503.7pp | 302.12%-270.6pp | 41.64%-10.1pp |
| Employer contribution / active EE | $197 | $586-66.5% | $914-78.5% | $2,551-92.3% |
| Participant deferral / active EE | $363 | $1,171-69.0% | $1,790-79.7% | $4,139-91.2% |
| Admin fee / account holder | $2,941 | $1,962+49.9% | $2,495+17.9% | $7,234-59.4% |