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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,065 | $94,031-72.3% | $115,768-77.5% | $82,448-68.4% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.4%-7.7pp | 68.1%-1.4pp |
| Annual return | 16.81% | 20.61%-3.8pp | 100.46%-83.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,181 | $2,323-49.2% | $2,940-59.8% | $2,551-53.7% |
| Participant deferral / active EE | $1,746 | $3,972-56.0% | $4,917-64.5% | $4,139-57.8% |
| Admin fee / account holder | $2,872 | $10,249-72.0% | $12,439-76.9% | $7,234-60.3% |