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 4-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 | $21,956 | $166,020-86.8% | $164,866-86.7% | $145,959-85.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.57% | 100.08%-89.5pp | 69.97%-59.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,193 | $5,275-77.4% | $4,343-72.5% | $4,661-74.4% |
| Participant deferral / active EE | $2,386 | $6,961-65.7% | $6,033-60.5% | $6,689-64.3% |
| Admin fee / account holder | $3,375 | $16,644-79.7% | $12,689-73.4% | $13,398-74.8% |