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 7-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 | $95,110 | $183,592-48.2% | $155,567-38.9% | $145,959-34.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.96% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $15,546 | $5,315+192.5% | $4,674+232.6% | $4,661+233.5% |
| Participant deferral / active EE | $22,750 | $6,464+251.9% | $5,628+304.2% | $6,689+240.1% |
| Admin fee / account holder | $350 | $19,318-98.2% | $15,916-97.8% | $13,398-97.4% |