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 4-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 | $42,351 | $29,319+44.4% | $52,425-19.2% | $82,448-48.6% |
| Participation rate | 8.7% | 46.9%-38.2pp | 55.6%-46.9pp | 68.1%-59.4pp |
| Annual return | 12.02% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $281 | $586-52.2% | $914-69.3% | $2,551-89.0% |
| Participant deferral / active EE | $1,062 | $1,171-9.4% | $1,790-40.7% | $4,139-74.4% |
| Admin fee / account holder | $16,906 | $1,962+761.6% | $2,495+577.6% | $7,234+133.7% |