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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,649 | $180,749-89.1% | $160,784-87.8% | $137,256-85.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 7.02% | 2234.46%-2227.4pp | 1803.92%-1796.9pp | 220.34%-213.3pp |
| Employer contribution / active EE | $1,298 | $4,155-68.8% | $3,733-65.2% | $4,156-68.8% |
| Participant deferral / active EE | $2,287 | $6,844-66.6% | $6,293-63.7% | $6,407-64.3% |
| Admin fee / account holder | $1,205 | $10,397-88.4% | $9,717-87.6% | $12,270-90.2% |