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 3-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 | $58,580 | $149,040-60.7% | $120,225-51.3% | $137,256-57.3% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.42% | 605.68%-587.3pp | 439.23%-420.8pp | 220.34%-201.9pp |
| Employer contribution / active EE | $979 | $4,350-77.5% | $3,475-71.8% | $4,156-76.4% |
| Participant deferral / active EE | $3,028 | $4,655-35.0% | $3,999-24.3% | $6,407-52.7% |
| Admin fee / account holder | $438 | $6,348-93.1% | $5,696-92.3% | $12,270-96.4% |