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 | $90,800 | $178,174-49.0% | $156,181-41.9% | $137,256-33.8% |
| Participation rate | 21.7% | 82.0%-60.3pp | 78.8%-57.1pp | 80.0%-58.2pp |
| Annual return | 18.51% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $577 | $4,972-88.4% | $4,294-86.6% | $4,156-86.1% |
| Participant deferral / active EE | $2,510 | $6,888-63.6% | $6,132-59.1% | $6,407-60.8% |
| Admin fee / account holder | $313 | $17,404-98.2% | $14,586-97.9% | $12,270-97.5% |