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 6-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 | $53,319 | $111,814-52.3% | $103,374-48.4% | $145,959-63.5% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 7.63% | 24.77%-17.1pp | 24.89%-17.3pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,583 | $4,214-62.4% | $3,869-59.1% | $4,661-66.0% |
| Participant deferral / active EE | $3,527 | $5,618-37.2% | $5,058-30.3% | $6,689-47.3% |
| Admin fee / account holder | $476 | $9,754-95.1% | $8,394-94.3% | $13,398-96.4% |