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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,662 | $88,672+16.9% | $105,223-1.5% | $82,448+25.7% |
| Participation rate | 48.5% | 67.9%-19.4pp | 75.0%-26.5pp | 68.1%-19.5pp |
| Annual return | 14.17% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $384 | $3,048-87.4% | $3,689-89.6% | $2,551-84.9% |
| Participant deferral / active EE | $2,072 | $4,036-48.6% | $5,072-59.1% | $4,139-49.9% |
| Admin fee / account holder | $5,054 | $7,146-29.3% | $8,859-42.9% | $7,234-30.1% |