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 | $65,154 | $57,057+14.2% | $85,009-23.4% | $80,874-19.4% |
| Participation rate | 69.0% | 56.4%+12.6pp | 67.5%+1.5pp | 67.6%+1.3pp |
| Annual return | 9.93% | 21.66%-11.7pp | 66.47%-56.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,738 | $3,112-12.0% | $4,522-39.4% | $4,297-36.3% |
| Admin fee / account holder | $1,437 | $4,986-71.2% | $6,153-76.6% | $6,935-79.3% |