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 | $31,720 | $111,814-71.6% | $103,374-69.3% | $145,959-78.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 4.79% | 24.77%-20.0pp | 24.89%-20.1pp | 561.95%-557.2pp |
| Employer contribution / active EE | $1,595 | $4,214-62.1% | $3,869-58.8% | $4,661-65.8% |
| Participant deferral / active EE | $4,565 | $5,618-18.8% | $5,058-9.7% | $6,689-31.8% |
| Admin fee / account holder | $1,550 | $9,754-84.1% | $8,394-81.5% | $13,398-88.4% |