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 | $113,506 | $73,787+53.8% | $98,716+15.0% | $82,448+37.7% |
| Participation rate | 42.4% | 61.4%-19.0pp | 69.3%-26.9pp | 68.1%-25.6pp |
| Annual return | 11.75% | 18.57%-6.8pp | 31.81%-20.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $706 | $1,511-53.3% | $2,279-69.0% | $2,551-72.3% |
| Participant deferral / active EE | $1,979 | $3,081-35.8% | $4,048-51.1% | $4,139-52.2% |
| Admin fee / account holder | $2,790 | $6,500-57.1% | $8,703-67.9% | $7,234-61.4% |