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 | $68,008 | $101,763-33.2% | $164,866-58.7% | $80,874-15.9% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 9.76% | 16.73%-7.0pp | 69.97%-60.2pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,363 | $2,954-53.9% | $4,343-68.6% | $2,756-50.5% |
| Participant deferral / active EE | $2,192 | $4,477-51.0% | $6,033-63.7% | $4,297-49.0% |
| Admin fee / account holder | $3,349 | $8,228-59.3% | $12,689-73.6% | $6,935-51.7% |