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 3-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 | $56,810 | $159,934-64.5% | $147,005-61.4% | $145,959-61.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.49% | 98.24%-89.8pp | 418.76%-410.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,774 | $5,287-66.5% | $4,934-64.1% | $4,661-61.9% |
| Participant deferral / active EE | $4,310 | $8,427-48.9% | $8,070-46.6% | $6,689-35.6% |
| Admin fee / account holder | $2,186 | $15,053-85.5% | $13,006-83.2% | $13,398-83.7% |