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 | $186,283 | $178,174+4.6% | $156,181+19.3% | $137,256+35.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 10.58% | 84.19%-73.6pp | 64.87%-54.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,176 | $4,972-76.4% | $4,294-72.6% | $4,156-71.7% |
| Participant deferral / active EE | $3,258 | $6,888-52.7% | $6,132-46.9% | $6,407-49.2% |
| Admin fee / account holder | $7,165 | $17,404-58.8% | $14,586-50.9% | $12,270-41.6% |