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 | $76,726 | $73,787+4.0% | $98,716-22.3% | $82,448-6.9% |
| Participation rate | 56.0% | 61.4%-5.4pp | 69.3%-13.3pp | 68.1%-12.1pp |
| Annual return | 8.40% | 18.57%-10.2pp | 31.81%-23.4pp | 41.64%-33.2pp |
| Employer contribution / active EE | $872 | $1,511-42.3% | $2,279-61.7% | $2,551-65.8% |
| Participant deferral / active EE | $2,478 | $3,081-19.6% | $4,048-38.8% | $4,139-40.1% |
| Admin fee / account holder | $7,912 | $6,500+21.7% | $8,703-9.1% | $7,234+9.4% |