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 | $74,322 | $58,627+26.8% | $76,735-3.1% | $82,448-9.9% |
| Participation rate | 56.9% | 63.2%-6.4pp | 69.5%-12.6pp | 68.1%-11.2pp |
| Annual return | 11.94% | 39.10%-27.2pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,347 | $1,729-22.1% | $2,454-45.1% | $2,551-47.2% |
| Participant deferral / active EE | $2,185 | $3,134-30.3% | $4,088-46.6% | $4,139-47.2% |
| Admin fee / account holder | $1,394 | $5,323-73.8% | $7,189-80.6% | $7,234-80.7% |