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 5-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 | $64,818 | $111,535-41.9% | $105,223-38.4% | $137,256-52.8% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 3.68% | 237.85%-234.2pp | 180.65%-177.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $815 | $3,939-79.3% | $3,689-77.9% | $4,156-80.4% |
| Participant deferral / active EE | $5,878 | $5,500+6.9% | $5,072+15.9% | $6,407-8.3% |
| Admin fee / account holder | $5,983 | $9,721-38.5% | $8,859-32.5% | $12,270-51.2% |