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 | $34,936 | $29,667+17.8% | $56,441-38.1% | $80,874-56.8% |
| Participation rate | 52.8% | 41.7%+11.1pp | 52.5%+0.3pp | 67.6%-14.9pp |
| Annual return | 10.27% | 35.22%-25.0pp | 1704.21%-1693.9pp | 35.62%-25.3pp |
| Employer contribution / active EE | $662 | $669-1.2% | $1,039-36.3% | $2,756-76.0% |
| Participant deferral / active EE | $1,437 | $1,227+17.2% | $1,953-26.4% | $4,297-66.6% |
| Admin fee / account holder | $7,256 | $2,429+198.7% | $2,829+156.5% | $6,935+4.6% |