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 4-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 | $26,474 | $45,343-41.6% | $150,298-82.4% | $67,986-61.1% |
| Participation rate | 45.7% | 51.9%-6.2pp | 77.8%-32.1pp | 57.2%-11.5pp |
| Annual return | 93.44% | 33.28%+60.2pp | 62.79%+30.7pp | 31.67%+61.8pp |
| Employer contribution / active EE | $2,231 | $1,462+52.6% | $4,154-46.3% | $2,019+10.5% |
| Participant deferral / active EE | $2,612 | $2,055+27.1% | $5,453-52.1% | $3,358-22.2% |
| Admin fee / account holder | $3,755 | $2,250+66.9% | $14,116-73.4% | $3,203+17.2% |