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 6-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 | $36,617 | $81,446-55.0% | $103,374-64.6% | $80,874-54.7% |
| Participation rate | 56.8% | 66.9%-10.1pp | 74.5%-17.8pp | 67.6%-10.9pp |
| Annual return | 16.88% | 25.57%-8.7pp | 24.89%-8.0pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,149 | $3,107-63.0% | $3,869-70.3% | $2,756-58.3% |
| Participant deferral / active EE | $2,780 | $3,870-28.2% | $5,058-45.0% | $4,297-35.3% |
| Admin fee / account holder | $2,062 | $6,715-69.3% | $8,394-75.4% | $6,935-70.3% |