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 | $393,779 | $126,519+211.2% | $106,201+270.8% | $145,959+169.8% |
| Participation rate | 53.8% | 77.7%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 15.53% | 225.10%-209.6pp | 116.26%-100.7pp | 561.95%-546.4pp |
| Employer contribution / active EE | $7,400 | $3,726+98.6% | $3,170+133.5% | $4,661+58.8% |
| Participant deferral / active EE | $7,400 | $5,716+29.5% | $5,012+47.6% | $6,689+10.6% |
| Admin fee / account holder | $4,012 | $17,312-76.8% | $11,039-63.7% | $13,398-70.1% |