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 7-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 | $18,443 | $45,343-59.3% | $150,298-87.7% | $67,986-72.9% |
| Participation rate | 10.7% | 51.9%-41.1pp | 77.8%-67.0pp | 57.2%-46.5pp |
| Annual return | 8.42% | 33.28%-24.9pp | 62.79%-54.4pp | 31.67%-23.2pp |
| Employer contribution / active EE | $337 | $1,462-76.9% | $4,154-91.9% | $2,019-83.3% |
| Participant deferral / active EE | $843 | $2,055-59.0% | $5,453-84.5% | $3,358-74.9% |
| Admin fee / account holder | $2,064 | $2,250-8.3% | $14,116-85.4% | $3,203-35.6% |