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 4-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 | $97,044 | $183,592-47.1% | $155,567-37.6% | $145,959-33.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.29% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.7pp |
| Employer contribution / active EE | $1,042 | $5,315-80.4% | $4,674-77.7% | $4,661-77.7% |
| Participant deferral / active EE | $3,593 | $6,464-44.4% | $5,628-36.2% | $6,689-46.3% |
| Admin fee / account holder | $9,826 | $19,318-49.1% | $15,916-38.3% | $13,398-26.7% |