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.
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 | $83,600 | $159,934-47.7% | $147,005-43.1% | $145,959-42.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.97% | 98.24%-78.3pp | 418.76%-398.8pp | 561.95%-542.0pp |
| Employer contribution / active EE | $745 | $5,287-85.9% | $4,934-84.9% | $4,661-84.0% |
| Participant deferral / active EE | $9,857 | $8,427+17.0% | $8,070+22.1% | $6,689+47.4% |
| Admin fee / account holder | $529 | $15,053-96.5% | $13,006-95.9% | $13,398-96.0% |