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 | $101,553 | $87,037+16.7% | $106,201-4.4% | $80,874+25.6% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 7.69% | 17.05%-9.4pp | 116.26%-108.6pp | 35.62%-27.9pp |
| Employer contribution / active EE | $2,550 | $2,396+6.4% | $3,170-19.6% | $2,756-7.5% |
| Participant deferral / active EE | $4,291 | $3,986+7.6% | $5,012-14.4% | $4,297-0.1% |
| Admin fee / account holder | $896 | $8,434-89.4% | $11,039-91.9% | $6,935-87.1% |