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 | $138,719 | $97,125+42.8% | $86,233+60.9% | $137,256+1.1% |
| Participation rate | 22.7% | 74.2%-51.5pp | 69.0%-46.3pp | 80.0%-57.2pp |
| Annual return | 14.98% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $382 | $2,841-86.6% | $2,504-84.7% | $4,156-90.8% |
| Participant deferral / active EE | $1,843 | $5,180-64.4% | $4,559-59.6% | $6,407-71.2% |
| Admin fee / account holder | $1,428 | $9,725-85.3% | $8,342-82.9% | $12,270-88.4% |