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 | $33,567 | $29,319+14.5% | $52,425-36.0% | $82,448-59.3% |
| Participation rate | 34.1% | 46.9%-12.7pp | 55.6%-21.5pp | 68.1%-33.9pp |
| Annual return | 11.98% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.7pp |
| Employer contribution / active EE | $679 | $586+15.8% | $914-25.7% | $2,551-73.4% |
| Participant deferral / active EE | $1,151 | $1,171-1.7% | $1,790-35.7% | $4,139-72.2% |
| Admin fee / account holder | $1,739 | $1,962-11.4% | $2,495-30.3% | $7,234-76.0% |