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 | $174,268 | $81,446+114.0% | $103,374+68.6% | $80,874+115.5% |
| Participation rate | 26.9% | 66.9%-39.9pp | 74.5%-47.6pp | 67.6%-40.7pp |
| Annual return | 7.68% | 25.57%-17.9pp | 24.89%-17.2pp | 35.62%-27.9pp |
| Employer contribution / active EE | $2,016 | $3,107-35.1% | $3,869-47.9% | $2,756-26.9% |
| Participant deferral / active EE | $5,260 | $3,870+35.9% | $5,058+4.0% | $4,297+22.4% |
| Admin fee / account holder | $2,443 | $6,715-63.6% | $8,394-70.9% | $6,935-64.8% |