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 | $22,157 | $51,638-57.1% | $68,368-67.6% | $82,448-73.1% |
| Participation rate | 55.8% | 63.6%-7.8pp | 73.8%-17.9pp | 68.1%-12.3pp |
| Annual return | 11.90% | 37.53%-25.6pp | 292.57%-280.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,063 | $2,047-48.1% | $2,649-59.9% | $2,551-58.3% |
| Participant deferral / active EE | $3,638 | $2,914+24.9% | $4,123-11.8% | $4,139-12.1% |
| Admin fee / account holder | $1,303 | $4,643-71.9% | $5,150-74.7% | $7,234-82.0% |