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 | $16,376 | $76,407-78.6% | $150,298-89.1% | $82,448-80.1% |
| Participation rate | 28.1% | 66.4%-38.3pp | 77.8%-49.7pp | 68.1%-40.0pp |
| Annual return | 18.04% | 39.99%-22.0pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $709 | $2,614-72.9% | $4,154-82.9% | $2,551-72.2% |
| Participant deferral / active EE | $1,350 | $3,214-58.0% | $5,453-75.2% | $4,139-67.4% |
| Admin fee / account holder | $431 | $6,352-93.2% | $14,116-96.9% | $7,234-94.0% |