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 7-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 | $16,053 | $112,729-85.8% | $98,716-83.7% | $137,256-88.3% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.3%-0.9pp | 80.0%-11.5pp |
| Annual return | 5.57% | 38.48%-32.9pp | 31.81%-26.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,600 | $2,725-41.3% | $2,279-29.8% | $4,156-61.5% |
| Participant deferral / active EE | $3,182 | $4,640-31.4% | $4,048-21.4% | $6,407-50.3% |
| Admin fee / account holder | $2,007 | $10,129-80.2% | $8,703-76.9% | $12,270-83.6% |