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 | $21,801 | $67,894-67.9% | $89,340-75.6% | $82,448-73.6% |
| Participation rate | 52.9% | 64.0%-11.2pp | 69.6%-16.7pp | 68.1%-15.2pp |
| Annual return | 10.78% | 19.21%-8.4pp | 20.57%-9.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,115 | $1,828-39.0% | $2,231-50.0% | $2,551-56.3% |
| Participant deferral / active EE | $1,660 | $3,072-46.0% | $3,823-56.6% | $4,139-59.9% |
| Admin fee / account holder | $7,120 | $5,723+24.4% | $6,704+6.2% | $7,234-1.6% |