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 | $50,843 | $81,233-37.4% | $155,567-67.3% | $80,874-37.1% |
| Participation rate | 39.3% | 66.2%-26.9pp | 78.2%-38.9pp | 67.6%-28.4pp |
| Annual return | 10.20% | 33.33%-23.1pp | 64.74%-54.5pp | 35.62%-25.4pp |
| Employer contribution / active EE | $611 | $3,101-80.3% | $4,674-86.9% | $2,756-77.8% |
| Participant deferral / active EE | $1,726 | $3,452-50.0% | $5,628-69.3% | $4,297-59.8% |
| Admin fee / account holder | $603 | $7,998-92.5% | $15,916-96.2% | $6,935-91.3% |