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 | $128,488 | $94,031+36.6% | $115,768+11.0% | $82,448+55.8% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 13.16% | 20.61%-7.4pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,563 | $2,323-32.7% | $2,940-46.8% | $2,551-38.7% |
| Participant deferral / active EE | $2,620 | $3,972-34.0% | $4,917-46.7% | $4,139-36.7% |
| Admin fee / account holder | $9,103 | $10,249-11.2% | $12,439-26.8% | $7,234+25.8% |