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 | $23,989 | $172,111-86.1% | $150,298-84.0% | $137,256-82.5% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 7.82% | 69.37%-61.6pp | 62.79%-55.0pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,857 | $4,636-60.0% | $4,154-55.3% | $4,156-55.3% |
| Participant deferral / active EE | $3,091 | $6,166-49.9% | $5,453-43.3% | $6,407-51.8% |
| Admin fee / account holder | $9,138 | $16,471-44.5% | $14,116-35.3% | $12,270-25.5% |