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 3-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 | $4,939 | $67,823-92.7% | $52,425-90.6% | $137,256-96.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 23.03% | 219.11%-196.1pp | 302.12%-279.1pp | 220.34%-197.3pp |
| Employer contribution / active EE | $770 | $1,163-33.8% | $914-15.8% | $4,156-81.5% |
| Participant deferral / active EE | $991 | $2,288-56.7% | $1,790-44.7% | $6,407-84.5% |
| Admin fee / account holder | $1,131 | $2,844-60.2% | $2,495-54.7% | $12,270-90.8% |