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 6-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 | $43,683 | $29,319+49.0% | $52,425-16.7% | $82,448-47.0% |
| Participation rate | 18.8% | 46.9%-28.1pp | 55.6%-36.9pp | 68.1%-49.3pp |
| Annual return | 19.56% | 535.20%-515.6pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $353 | $586-39.8% | $914-61.4% | $2,551-86.2% |
| Participant deferral / active EE | $1,177 | $1,171+0.5% | $1,790-34.3% | $4,139-71.6% |
| Admin fee / account holder | $1,523 | $1,962-22.4% | $2,495-38.9% | $7,234-78.9% |