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 6-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 | $23,686 | $76,407-69.0% | $150,298-84.2% | $82,448-71.3% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 12.84% | 39.99%-27.2pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,434 | $2,614-45.1% | $4,154-65.5% | $2,551-43.8% |
| Participant deferral / active EE | $2,814 | $3,214-12.4% | $5,453-48.4% | $4,139-32.0% |
| Admin fee / account holder | $2,815 | $6,352-55.7% | $14,116-80.1% | $7,234-61.1% |