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.
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 | $148,407 | $106,749+39.0% | $145,433+2.0% | $82,448+80.0% |
| Participation rate | 15.6% | 75.6%-60.0pp | 82.1%-66.5pp | 68.1%-52.4pp |
| Annual return | 43.85% | 27.59%+16.3pp | 66.58%-22.7pp | 41.64%+2.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,800 | $6,519-72.4% | $7,897-77.2% | $4,139-56.5% |
| Admin fee / account holder | $34,102 | $8,390+306.5% | $13,129+159.7% | $7,234+371.4% |