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 | $38,674 | $29,319+31.9% | $52,425-26.2% | $82,448-53.1% |
| Participation rate | 23.5% | 46.9%-23.3pp | 55.6%-32.1pp | 68.1%-44.5pp |
| Annual return | 11.47% | 535.20%-523.7pp | 302.12%-290.6pp | 41.64%-30.2pp |
| Employer contribution / active EE | $539 | $586-8.1% | $914-41.0% | $2,551-78.9% |
| Participant deferral / active EE | $2,073 | $1,171+77.0% | $1,790+15.8% | $4,139-49.9% |
| Admin fee / account holder | $17,859 | $1,962+810.2% | $2,495+615.8% | $7,234+146.9% |