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 8-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 | $55,837 | $102,382-45.5% | $147,005-62.0% | $80,874-31.0% |
| Participation rate | 45.2% | 75.8%-30.7pp | 82.2%-37.0pp | 67.6%-22.5pp |
| Annual return | 8.66% | 134.89%-126.2pp | 418.76%-410.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,117 | $3,715-69.9% | $4,934-77.4% | $2,756-59.5% |
| Participant deferral / active EE | $7,843 | $6,646+18.0% | $8,070-2.8% | $4,297+82.5% |
| Admin fee / account holder | $20,602 | $7,942+159.4% | $13,006+58.4% | $6,935+197.1% |