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 | $135,317 | $95,453+41.8% | $112,040+20.8% | $82,448+64.1% |
| Participation rate | 44.8% | 72.8%-27.9pp | 76.5%-31.7pp | 68.1%-23.2pp |
| Annual return | 11.83% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $951 | $2,318-59.0% | $2,954-67.8% | $2,551-62.7% |
| Participant deferral / active EE | $3,804 | $4,224-9.9% | $5,098-25.4% | $4,139-8.1% |
| Admin fee / account holder | $25,335 | $9,013+181.1% | $12,098+109.4% | $7,234+250.2% |