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 7-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 | $39,372 | $111,814-64.8% | $93,654-58.0% | $145,959-73.0% |
| Participation rate | 30.4% | 74.2%-43.8pp | 68.7%-38.3pp | 80.3%-49.8pp |
| Annual return | 25.68% | 203.30%-177.6pp | 133.34%-107.7pp | 561.95%-536.3pp |
| Employer contribution / active EE | $603 | $3,092-80.5% | $2,421-75.1% | $4,661-87.1% |
| Participant deferral / active EE | $1,532 | $4,914-68.8% | $4,413-65.3% | $6,689-77.1% |
| Admin fee / account holder | $875 | $10,246-91.5% | $8,282-89.4% | $13,398-93.5% |