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 7-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 | $88,561 | $106,749-17.0% | $145,433-39.1% | $82,448+7.4% |
| Participation rate | 61.9% | 75.6%-13.7pp | 82.1%-20.2pp | 68.1%-6.2pp |
| Annual return | 31.60% | 27.59%+4.0pp | 66.58%-35.0pp | 41.64%-10.0pp |
| Employer contribution / active EE | $2,586 | $3,444-24.9% | $4,554-43.2% | $2,551+1.4% |
| Participant deferral / active EE | $5,956 | $6,519-8.6% | $7,897-24.6% | $4,139+43.9% |
| Admin fee / account holder | $8,723 | $8,390+4.0% | $13,129-33.6% | $7,234+20.6% |