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 | $60,717 | $172,111-64.7% | $150,298-59.6% | $137,256-55.8% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 17.09% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,575 | $4,636-66.0% | $4,154-62.1% | $4,156-62.1% |
| Participant deferral / active EE | $5,157 | $6,166-16.4% | $5,453-5.4% | $6,407-19.5% |
| Admin fee / account holder | $416 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |