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 | $21,949 | $51,638-57.5% | $68,368-67.9% | $82,448-73.4% |
| Participation rate | 41.9% | 63.6%-21.7pp | 73.8%-31.8pp | 68.1%-26.1pp |
| Annual return | 9.25% | 37.53%-28.3pp | 292.57%-283.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,088 | $2,914-62.7% | $4,123-73.6% | $4,139-73.7% |
| Admin fee / account holder | $1,118 | $4,643-75.9% | $5,150-78.3% | $7,234-84.5% |