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 8-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 | $242,998 | $111,535+117.9% | $105,223+130.9% | $137,256+77.0% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 18.99% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,569 | $3,939-9.4% | $3,689-3.3% | $4,156-14.1% |
| Participant deferral / active EE | $5,182 | $5,500-5.8% | $5,072+2.2% | $6,407-19.1% |
| Admin fee / account holder | $1,622 | $9,721-83.3% | $8,859-81.7% | $12,270-86.8% |