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 6-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 | $35,343 | $90,397-60.9% | $76,002-53.5% | $145,959-75.8% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 11.58% | 621.97%-610.4pp | 360.07%-348.5pp | 561.95%-550.4pp |
| Employer contribution / active EE | $372 | $3,317-88.8% | $2,688-86.2% | $4,661-92.0% |
| Participant deferral / active EE | $3,852 | $5,163-25.4% | $4,257-9.5% | $6,689-42.4% |
| Admin fee / account holder | $3,527 | $8,369-57.9% | $6,414-45.0% | $13,398-73.7% |