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 | $11,982 | $29,319-59.1% | $52,425-77.1% | $82,448-85.5% |
| Participation rate | 42.3% | 46.9%-4.5pp | 55.6%-13.3pp | 68.1%-25.8pp |
| Annual return | 22.10% | 535.20%-513.1pp | 302.12%-280.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $471 | $586-19.7% | $914-48.5% | $2,551-81.6% |
| Participant deferral / active EE | $1,703 | $1,171+45.4% | $1,790-4.9% | $4,139-58.9% |
| Admin fee / account holder | $900 | $1,962-54.1% | $2,495-63.9% | $7,234-87.6% |