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 | $65,321 | $89,698-27.2% | $103,464-36.9% | $80,874-19.2% |
| Participation rate | 68.0% | 76.0%-8.0pp | 80.5%-12.5pp | 67.6%+0.4pp |
| Annual return | 10.21% | 22.78%-12.6pp | 23.91%-13.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,909 | $4,018-52.5% | $4,677-59.2% | $2,756-30.7% |
| Participant deferral / active EE | $4,619 | $5,456-15.3% | $6,624-30.3% | $4,297+7.5% |
| Admin fee / account holder | $6,564 | $6,768-3.0% | $9,410-30.2% | $6,935-5.4% |