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 | $100,154 | $67,894+47.5% | $89,340+12.1% | $82,448+21.5% |
| Participation rate | 48.5% | 64.0%-15.5pp | 69.6%-21.0pp | 68.1%-19.5pp |
| Annual return | 33.58% | 19.21%+14.4pp | 20.57%+13.0pp | 41.64%-8.1pp |
| Employer contribution / active EE | $804 | $1,828-56.0% | $2,231-64.0% | $2,551-68.5% |
| Participant deferral / active EE | $2,557 | $3,072-16.8% | $3,823-33.1% | $4,139-38.2% |
| Admin fee / account holder | $1,785 | $5,723-68.8% | $6,704-73.4% | $7,234-75.3% |