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 | $35,995 | $81,233-55.7% | $155,567-76.9% | $80,874-55.5% |
| Participation rate | 44.1% | 66.2%-22.1pp | 78.2%-34.1pp | 67.6%-23.5pp |
| Annual return | 6.39% | 33.33%-26.9pp | 64.74%-58.3pp | 35.62%-29.2pp |
| Employer contribution / active EE | $513 | $3,101-83.4% | $4,674-89.0% | $2,756-81.4% |
| Participant deferral / active EE | $1,414 | $3,452-59.0% | $5,628-74.9% | $4,297-67.1% |
| Admin fee / account holder | $1,966 | $7,998-75.4% | $15,916-87.6% | $6,935-71.7% |