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.)
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 | $62,138 | $76,407-18.7% | $150,298-58.7% | $82,448-24.6% |
| Participation rate | 33.9% | 66.4%-32.5pp | 77.8%-43.9pp | 68.1%-34.2pp |
| Annual return | 5.34% | 39.99%-34.6pp | 62.79%-57.4pp | 41.64%-36.3pp |
| Employer contribution / active EE | $1,192 | $2,614-54.4% | $4,154-71.3% | $2,551-53.3% |
| Participant deferral / active EE | $4,497 | $3,214+39.9% | $5,453-17.5% | $4,139+8.6% |
| Admin fee / account holder | $2,711 | $6,352-57.3% | $14,116-80.8% | $7,234-62.5% |