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 | $106,321 | $108,825-2.3% | $156,181-31.9% | $82,448+29.0% |
| Participation rate | 49.3% | 72.4%-23.1pp | 78.8%-29.5pp | 68.1%-18.8pp |
| Annual return | 11.63% | 20.59%-9.0pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $935 | $2,870-67.4% | $4,294-78.2% | $2,551-63.4% |
| Participant deferral / active EE | $2,589 | $4,577-43.4% | $6,132-57.8% | $4,139-37.4% |
| Admin fee / account holder | $4,099 | $9,341-56.1% | $14,586-71.9% | $7,234-43.3% |