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 | $173,089 | $68,097+154.2% | $62,929+175.1% | $137,256+26.1% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 7.42% | 1859.11%-1851.7pp | 1063.93%-1056.5pp | 220.34%-212.9pp |
| Employer contribution / active EE | $4,730 | $2,811+68.3% | $2,505+88.8% | $4,156+13.8% |
| Participant deferral / active EE | $17,031 | $4,553+274.1% | $3,888+338.0% | $6,407+165.8% |
| Admin fee / account holder | $14,402 | $6,521+120.8% | $5,065+184.4% | $12,270+17.4% |