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 | $79,244 | $102,382-22.6% | $147,005-46.1% | $80,874-2.0% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.2%-34.0pp | 67.6%-19.5pp |
| Annual return | 11.51% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $876 | $3,715-76.4% | $4,934-82.2% | $2,756-68.2% |
| Participant deferral / active EE | $2,807 | $6,646-57.8% | $8,070-65.2% | $4,297-34.7% |
| Admin fee / account holder | $2,001 | $7,942-74.8% | $13,006-84.6% | $6,935-71.1% |