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 | $86,889 | $183,592-52.7% | $155,567-44.1% | $145,959-40.5% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 11.21% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,712 | $5,315-49.0% | $4,674-42.0% | $4,661-41.8% |
| Participant deferral / active EE | $5,634 | $6,464-12.8% | $5,628+0.1% | $6,689-15.8% |
| Admin fee / account holder | $1,863 | $19,318-90.4% | $15,916-88.3% | $13,398-86.1% |