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 | $40,474 | $132,634-69.5% | $115,768-65.0% | $137,256-70.5% |
| Participation rate | 58.8% | 77.9%-19.0pp | 74.4%-15.6pp | 80.0%-21.1pp |
| Annual return | 19.70% | 160.70%-141.0pp | 100.46%-80.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $549 | $3,360-83.6% | $2,940-81.3% | $4,156-86.8% |
| Participant deferral / active EE | $2,115 | $5,619-62.4% | $4,917-57.0% | $6,407-67.0% |
| Admin fee / account holder | $550 | $15,028-96.3% | $12,439-95.6% | $12,270-95.5% |