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 8-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 | $18,116 | $29,667-38.9% | $56,441-67.9% | $80,874-77.6% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 10.58% | 35.22%-24.6pp | 1704.21%-1693.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $707 | $1,227-42.4% | $1,953-63.8% | $4,297-83.5% |
| Admin fee / account holder | $3,604 | $2,429+48.3% | $2,829+27.4% | $6,935-48.0% |