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 | $58,474 | $126,519-53.8% | $106,201-44.9% | $145,959-59.9% |
| Participation rate | 46.2% | 77.7%-31.5pp | 75.3%-29.1pp | 80.3%-34.1pp |
| Annual return | 7.74% | 225.10%-217.4pp | 116.26%-108.5pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,207 | $3,726-67.6% | $3,170-61.9% | $4,661-74.1% |
| Participant deferral / active EE | $2,386 | $5,716-58.3% | $5,012-52.4% | $6,689-64.3% |
| Admin fee / account holder | $593 | $17,312-96.6% | $11,039-94.6% | $13,398-95.6% |