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 | $17,440 | $149,040-88.3% | $120,225-85.5% | $137,256-87.3% |
| Participation rate | 22.2% | 75.4%-53.2pp | 69.6%-47.4pp | 80.0%-57.7pp |
| Annual return | 88.74% | 605.68%-516.9pp | 439.23%-350.5pp | 220.34%-131.6pp |
| Employer contribution / active EE | $250 | $4,350-94.3% | $3,475-92.8% | $4,156-94.0% |
| Participant deferral / active EE | $592 | $4,655-87.3% | $3,999-85.2% | $6,407-90.8% |
| Admin fee / account holder | $881 | $6,348-86.1% | $5,696-84.5% | $12,270-92.8% |