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 | $116,235 | $95,453+21.8% | $112,040+3.7% | $82,448+41.0% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.4pp |
| Annual return | 15.07% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,610 | $2,318-30.5% | $2,954-45.5% | $2,551-36.9% |
| Participant deferral / active EE | $2,703 | $4,224-36.0% | $5,098-47.0% | $4,139-34.7% |
| Admin fee / account holder | $2,936 | $9,013-67.4% | $12,098-75.7% | $7,234-59.4% |