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 | $90,653 | $29,319+209.2% | $52,425+72.9% | $82,448+10.0% |
| Participation rate | 52.0% | 46.9%+5.1pp | 55.6%-3.6pp | 68.1%-16.1pp |
| Annual return | 13.90% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,047 | $586+78.5% | $914+14.5% | $2,551-59.0% |
| Participant deferral / active EE | $1,526 | $1,171+30.3% | $1,790-14.8% | $4,139-63.1% |
| Admin fee / account holder | $7,164 | $1,962+265.1% | $2,495+187.1% | $7,234-1.0% |