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 | $92,474 | $29,319+215.4% | $52,425+76.4% | $82,448+12.2% |
| Participation rate | 9.8% | 46.9%-37.1pp | 55.6%-45.8pp | 68.1%-58.3pp |
| Annual return | 10.60% | 535.20%-524.6pp | 302.12%-291.5pp | 41.64%-31.0pp |
| Employer contribution / active EE | $393 | $586-33.1% | $914-57.1% | $2,551-84.6% |
| Participant deferral / active EE | $548 | $1,171-53.2% | $1,790-69.4% | $4,139-86.8% |
| Admin fee / account holder | $6,059 | $1,962+208.8% | $2,495+142.9% | $7,234-16.2% |