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 10-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 | $163,300 | $111,814+46.0% | $103,374+58.0% | $145,959+11.9% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 28.09% | 24.77%+3.3pp | 24.89%+3.2pp | 561.95%-533.9pp |
| Employer contribution / active EE | $929 | $4,214-78.0% | $3,869-76.0% | $4,661-80.1% |
| Participant deferral / active EE | $3,816 | $5,618-32.1% | $5,058-24.5% | $6,689-42.9% |
| Admin fee / account holder | $860 | $9,754-91.2% | $8,394-89.8% | $13,398-93.6% |