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 | $118,958 | $106,749+11.4% | $145,433-18.2% | $82,448+44.3% |
| Participation rate | 69.7% | 75.6%-6.0pp | 82.1%-12.4pp | 68.1%+1.6pp |
| Annual return | 16.05% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,927 | $3,444-44.0% | $4,554-57.7% | $2,551-24.5% |
| Participant deferral / active EE | $4,178 | $6,519-35.9% | $7,897-47.1% | $4,139+0.9% |
| Admin fee / account holder | $1,503 | $8,390-82.1% | $13,129-88.5% | $7,234-79.2% |