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 8-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 | $24,338 | $78,520-69.0% | $96,576-74.8% | $82,448-70.5% |
| Participation rate | 46.0% | 77.7%-31.7pp | 81.4%-35.4pp | 68.1%-22.1pp |
| Annual return | 9.31% | 41.30%-32.0pp | 38.47%-29.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,656 | $2,630-37.0% | $3,553-53.4% | $2,551-35.1% |
| Participant deferral / active EE | $3,707 | $6,754-45.1% | $7,956-53.4% | $4,139-10.5% |
| Admin fee / account holder | $30,809 | $13,455+129.0% | $11,381+170.7% | $7,234+325.9% |