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 6-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 | $33,670 | $76,407-55.9% | $150,298-77.6% | $82,448-59.2% |
| Participation rate | 17.1% | 66.4%-49.3pp | 77.8%-60.7pp | 68.1%-51.0pp |
| Annual return | 12.01% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $345 | $2,614-86.8% | $4,154-91.7% | $2,551-86.5% |
| Participant deferral / active EE | $1,046 | $3,214-67.5% | $5,453-80.8% | $4,139-74.7% |
| Admin fee / account holder | $7,269 | $6,352+14.4% | $14,116-48.5% | $7,234+0.5% |