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 | $26,521 | $51,736-48.7% | $120,225-77.9% | $67,986-61.0% |
| Participation rate | 20.6% | 46.1%-25.5pp | 69.6%-49.0pp | 57.2%-36.6pp |
| Annual return | 13.23% | 31.98%-18.7pp | 439.23%-426.0pp | 31.67%-18.4pp |
| Employer contribution / active EE | $815 | $1,071-24.0% | $3,475-76.6% | $2,019-59.6% |
| Participant deferral / active EE | $1,234 | $2,206-44.0% | $3,999-69.1% | $3,358-63.2% |
| Admin fee / account holder | $2,132 | $4,159-48.7% | $5,696-62.6% | $3,203-33.4% |