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.)
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 | $80,694 | $87,166-7.4% | $76,735+5.2% | $137,256-41.2% |
| Participation rate | 56.3% | 74.4%-18.1pp | 69.5%-13.2pp | 80.0%-23.7pp |
| Annual return | 10.46% | 26.50%-16.0pp | 29.77%-19.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $243 | $2,904-91.6% | $2,454-90.1% | $4,156-94.1% |
| Participant deferral / active EE | $2,381 | $4,726-49.6% | $4,088-41.8% | $6,407-62.8% |
| Admin fee / account holder | $6,534 | $8,403-22.2% | $7,189-9.1% | $12,270-46.7% |