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 | $41,481 | $64,705-35.9% | $62,929-34.1% | $67,986-39.0% |
| Participation rate | 55.4% | 65.6%-10.2pp | 73.1%-17.7pp | 57.2%-1.8pp |
| Annual return | 9.97% | 20.31%-10.3pp | 1063.93%-1054.0pp | 31.67%-21.7pp |
| Employer contribution / active EE | $4,625 | $2,376+94.7% | $2,505+84.7% | $2,019+129.1% |
| Participant deferral / active EE | $1,563 | $3,198-51.1% | $3,888-59.8% | $3,358-53.5% |
| Admin fee / account holder | $5,312 | $1,428+272.0% | $5,065+4.9% | $3,203+65.8% |