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.)
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 | $267,459 | $95,453+180.2% | $112,040+138.7% | $82,448+224.4% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 21.68% | 23.92%-2.2pp | 24.52%-2.8pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,819 | $2,318+21.6% | $2,954-4.6% | $2,551+10.5% |
| Participant deferral / active EE | $6,437 | $4,224+52.4% | $5,098+26.3% | $4,139+55.5% |
| Admin fee / account holder | $10,654 | $9,013+18.2% | $12,098-11.9% | $7,234+47.3% |