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 9-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 | $439,233 | $72,071+509.4% | $68,368+542.5% | $137,256+220.0% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 15.10% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,071 | $2,788-25.7% | $2,649-21.8% | $4,156-50.2% |
| Participant deferral / active EE | $12,247 | $4,410+177.7% | $4,123+197.1% | $6,407+91.2% |
| Admin fee / account holder | $5,183 | $5,336-2.9% | $5,150+0.6% | $12,270-57.8% |