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 7-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.
Participant 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 | $180,438 | $180,749-0.2% | $160,784+12.2% | $137,256+31.5% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 97.06% | 2234.46%-2137.4pp | 1803.92%-1706.9pp | 220.34%-123.3pp |
| Employer contribution / active EE | $741 | $4,155-82.2% | $3,733-80.2% | $4,156-82.2% |
| Participant deferral / active EE | $796 | $6,844-88.4% | $6,293-87.3% | $6,407-87.6% |
| Admin fee / account holder | $670 | $10,397-93.6% | $9,717-93.1% | $12,270-94.5% |