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 | $125,704 | $88,672+41.8% | $105,223+19.5% | $82,448+52.5% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 12.50% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,774 | $3,048-41.8% | $3,689-51.9% | $2,551-30.5% |
| Participant deferral / active EE | $5,882 | $4,036+45.8% | $5,072+16.0% | $4,139+42.1% |
| Admin fee / account holder | $2,778 | $7,146-61.1% | $8,859-68.6% | $7,234-61.6% |