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 | $83,775 | $57,057+46.8% | $85,009-1.5% | $80,874+3.6% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.6%-67.6pp |
| Annual return | 5.55% | 21.66%-16.1pp | 66.47%-60.9pp | 35.62%-30.1pp |
| Employer contribution / active EE | $3,476 | $1,799+93.2% | $2,728+27.4% | $2,756+26.1% |
| Participant deferral / active EE | $6,907 | $3,112+122.0% | $4,522+52.8% | $4,297+60.7% |
| Admin fee / account holder | $6,192 | $4,986+24.2% | $6,153+0.6% | $6,935-10.7% |