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 | $178,767 | $149,040+19.9% | $120,225+48.7% | $137,256+30.2% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 9.75% | 605.68%-595.9pp | 439.23%-429.5pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,405 | $4,350-44.7% | $3,475-30.8% | $4,156-42.1% |
| Participant deferral / active EE | $16,775 | $4,655+260.4% | $3,999+319.5% | $6,407+161.8% |
| Admin fee / account holder | $2,390 | $6,348-62.3% | $5,696-58.0% | $12,270-80.5% |