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 | $54,914 | $86,922-36.8% | $102,438-46.4% | $80,874-32.1% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.7pp | 67.6%-23.9pp |
| Annual return | 9.92% | 18.90%-9.0pp | 29.37%-19.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,100 | $2,369-11.4% | $3,024-30.6% | $2,756-23.8% |
| Participant deferral / active EE | $3,146 | $4,119-23.6% | $5,054-37.8% | $4,297-26.8% |
| Admin fee / account holder | $3,015 | $8,050-62.6% | $9,448-68.1% | $6,935-56.5% |