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 | $171,328 | $108,825+57.4% | $156,181+9.7% | $82,448+107.8% |
| Participation rate | 48.6% | 72.4%-23.7pp | 78.8%-30.2pp | 68.1%-19.4pp |
| Annual return | 12.21% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,632 | $4,577+23.0% | $6,132-8.2% | $4,139+36.1% |
| Admin fee / account holder | $7,528 | $9,341-19.4% | $14,586-48.4% | $7,234+4.1% |