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 | $154,916 | $57,590+169.0% | $86,233+79.6% | $82,448+87.9% |
| Participation rate | 52.0% | 57.9%-5.9pp | 69.0%-17.0pp | 68.1%-16.1pp |
| Annual return | 12.79% | 22.41%-9.6pp | 61.39%-48.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,289 | $1,655-22.1% | $2,504-48.5% | $2,551-49.5% |
| Participant deferral / active EE | $4,130 | $3,080+34.1% | $4,559-9.4% | $4,139-0.2% |
| Admin fee / account holder | $5,522 | $4,730+16.7% | $8,342-33.8% | $7,234-23.7% |