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 | $33,453 | $77,164-56.6% | $178,014-81.2% | $80,874-58.6% |
| Participation rate | 58.9% | 65.7%-6.8pp | 77.1%-18.2pp | 67.6%-8.7pp |
| Annual return | 38.43% | 18.09%+20.3pp | 294.80%-256.4pp | 35.62%+2.8pp |
| Employer contribution / active EE | $847 | $2,288-63.0% | $3,950-78.6% | $2,756-69.3% |
| Participant deferral / active EE | $2,156 | $4,408-51.1% | $6,276-65.7% | $4,297-49.8% |
| Admin fee / account holder | $1,076 | $7,164-85.0% | $10,362-89.6% | $6,935-84.5% |