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 | $35,991 | $47,479-24.2% | $62,929-42.8% | $82,448-56.3% |
| Participation rate | 53.6% | 66.9%-13.3pp | 73.1%-19.5pp | 68.1%-14.5pp |
| Annual return | 17.44% | 20.34%-2.9pp | 1063.93%-1046.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,044 | $2,870+6.0% | $3,888-21.7% | $4,139-26.5% |
| Admin fee / account holder | $2,746 | $3,804-27.8% | $5,065-45.8% | $7,234-62.0% |