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 | $55,207 | $88,360-37.5% | $145,433-62.0% | $67,986-18.8% |
| Participation rate | 62.0% | 65.5%-3.4pp | 82.1%-20.1pp | 57.2%+4.8pp |
| Annual return | 18.08% | 63.15%-45.1pp | 66.58%-48.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,640 | $3,054-46.3% | $4,554-64.0% | $2,019-18.8% |
| Participant deferral / active EE | $3,783 | $5,932-36.2% | $7,897-52.1% | $3,358+12.7% |
| Admin fee / account holder | $934 | $3,313-71.8% | $13,129-92.9% | $3,203-70.8% |