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 | $4,591 | $51,638-91.1% | $68,368-93.3% | $82,448-94.4% |
| Participation rate | 27.5% | 63.6%-36.2pp | 73.8%-46.3pp | 68.1%-40.6pp |
| Annual return | 8.10% | 37.53%-29.4pp | 292.57%-284.5pp | 41.64%-33.5pp |
| Employer contribution / active EE | $348 | $2,047-83.0% | $2,649-86.9% | $2,551-86.4% |
| Participant deferral / active EE | $670 | $2,914-77.0% | $4,123-83.8% | $4,139-83.8% |
| Admin fee / account holder | $935 | $4,643-79.9% | $5,150-81.8% | $7,234-87.1% |