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 | $114,473 | $81,446+40.6% | $103,374+10.7% | $80,874+41.5% |
| Participation rate | 23.5% | 66.9%-43.3pp | 74.5%-51.0pp | 67.6%-44.1pp |
| Annual return | 9.57% | 25.57%-16.0pp | 24.89%-15.3pp | 35.62%-26.0pp |
| Employer contribution / active EE | $926 | $3,107-70.2% | $3,869-76.1% | $2,756-66.4% |
| Participant deferral / active EE | $2,064 | $3,870-46.7% | $5,058-59.2% | $4,297-52.0% |
| Admin fee / account holder | $1,234 | $6,715-81.6% | $8,394-85.3% | $6,935-82.2% |