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 | $69,670 | $58,627+18.8% | $76,735-9.2% | $82,448-15.5% |
| Participation rate | 61.2% | 63.2%-2.0pp | 69.5%-8.3pp | 68.1%-6.9pp |
| Annual return | 12.82% | 39.10%-26.3pp | 29.77%-16.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $506 | $1,729-70.7% | $2,454-79.4% | $2,551-80.2% |
| Participant deferral / active EE | $3,957 | $3,134+26.3% | $4,088-3.2% | $4,139-4.4% |
| Admin fee / account holder | $6,758 | $5,323+27.0% | $7,189-6.0% | $7,234-6.6% |