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 | $106,760 | $47,479+124.9% | $62,929+69.7% | $82,448+29.5% |
| Participation rate | 48.6% | 66.9%-18.2pp | 73.1%-24.5pp | 68.1%-19.4pp |
| Annual return | 6.50% | 20.34%-13.8pp | 1063.93%-1057.4pp | 41.64%-35.1pp |
| Employer contribution / active EE | $1,251 | $1,885-33.6% | $2,505-50.0% | $2,551-50.9% |
| Participant deferral / active EE | $1,225 | $2,870-57.3% | $3,888-68.5% | $4,139-70.4% |
| Admin fee / account holder | $330 | $3,804-91.3% | $5,065-93.5% | $7,234-95.4% |