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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $306,581 | $72,071+325.4% | $68,368+348.4% | $137,256+123.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 11.47% | 353.14%-341.7pp | 292.57%-281.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $11,376 | $2,788+308.1% | $2,649+329.5% | $4,156+173.7% |
| Participant deferral / active EE | $10,121 | $4,410+129.5% | $4,123+145.5% | $6,407+58.0% |
| Admin fee / account holder | $1,434 | $5,336-73.1% | $5,150-72.1% | $12,270-88.3% |