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 | $112,152 | $67,894+65.2% | $89,340+25.5% | $82,448+36.0% |
| Participation rate | 48.8% | 64.0%-15.3pp | 69.6%-20.8pp | 68.1%-19.3pp |
| Annual return | 11.11% | 19.21%-8.1pp | 20.57%-9.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,802 | $1,828-1.4% | $2,231-19.2% | $2,551-29.4% |
| Participant deferral / active EE | $5,052 | $3,072+64.4% | $3,823+32.2% | $4,139+22.1% |
| Admin fee / account holder | $1,322 | $5,723-76.9% | $6,704-80.3% | $7,234-81.7% |