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 | $32,756 | $29,319+11.7% | $52,425-37.5% | $82,448-60.3% |
| Participation rate | 38.0% | 46.9%-8.8pp | 55.6%-17.6pp | 68.1%-30.0pp |
| Annual return | 12.32% | 535.20%-522.9pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $562 | $586-4.1% | $914-38.5% | $2,551-78.0% |
| Participant deferral / active EE | $1,806 | $1,171+54.2% | $1,790+0.9% | $4,139-56.4% |
| Admin fee / account holder | $4,488 | $1,962+128.7% | $2,495+79.9% | $7,234-38.0% |