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 | $19,184 | $76,785-75.0% | $56,441-66.0% | $145,959-86.9% |
| Participation rate | 27.8% | 63.2%-35.5pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | 13.13% | 3000.51%-2987.4pp | 1704.21%-1691.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $979 | $2,624-62.7% | $1,953-49.8% | $6,689-85.4% |
| Admin fee / account holder | $1,269 | $3,334-61.9% | $2,829-55.2% | $13,398-90.5% |