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 4-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 | $41,875 | $80,812-48.2% | $160,784-74.0% | $82,448-49.2% |
| Participation rate | 10.5% | 66.2%-55.7pp | 77.0%-66.4pp | 68.1%-57.5pp |
| Annual return | 16.24% | 100.59%-84.4pp | 1803.92%-1787.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $638 | $4,335-85.3% | $6,293-89.9% | $4,139-84.6% |
| Admin fee / account holder | $1,800 | $7,695-76.6% | $9,717-81.5% | $7,234-75.1% |