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 3-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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,570 | $99,921+403.0% | $85,009+491.2% | $145,959+244.3% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 11.56% | 83.89%-72.3pp | 66.47%-54.9pp | 561.95%-550.4pp |
| Employer contribution / active EE | $906 | $3,233-72.0% | $2,728-66.8% | $4,661-80.6% |
| Participant deferral / active EE | $11,859 | $5,293+124.1% | $4,522+162.3% | $6,689+77.3% |
| Admin fee / account holder | $898 | $7,252-87.6% | $6,153-85.4% | $13,398-93.3% |