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 4-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 | $147,895 | $72,071+105.2% | $68,368+116.3% | $137,256+7.8% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 11.75% | 353.14%-341.4pp | 292.57%-280.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $983 | $2,788-64.7% | $2,649-62.9% | $4,156-76.3% |
| Participant deferral / active EE | $1,880 | $4,410-57.4% | $4,123-54.4% | $6,407-70.7% |
| Admin fee / account holder | $570 | $5,336-89.3% | $5,150-88.9% | $12,270-95.4% |