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 | $51,992 | $74,661-30.4% | $160,784-67.7% | $67,986-23.5% |
| Participation rate | 59.8% | 57.1%+2.7pp | 77.0%-17.1pp | 57.2%+2.6pp |
| Annual return | 16.05% | 28.83%-12.8pp | 1803.92%-1787.9pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,231 | $1,829-32.7% | $3,733-67.0% | $2,019-39.0% |
| Participant deferral / active EE | $2,078 | $3,681-43.6% | $6,293-67.0% | $3,358-38.1% |
| Admin fee / account holder | $1,287 | $3,959-67.5% | $9,717-86.8% | $3,203-59.8% |