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 | $53,858 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 29.4% | 83.8%-54.4pp | 82.1%-52.7pp | 80.0%-50.5pp |
| Annual return | 10.70% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,954 | $8,216-64.1% | $7,897-62.6% | $6,407-53.9% |
| Admin fee / account holder | $4,773 | $14,344-66.7% | $13,129-63.6% | $12,270-61.1% |