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 8-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 | $292,639 | $111,814+161.7% | $93,654+212.5% | $145,959+100.5% |
| Participation rate | 18.2% | 74.2%-56.0pp | 68.7%-50.5pp | 80.3%-62.1pp |
| Annual return | 1.61% | 203.30%-201.7pp | 133.34%-131.7pp | 561.95%-560.3pp |
| Employer contribution / active EE | $1,361 | $3,092-56.0% | $2,421-43.8% | $4,661-70.8% |
| Participant deferral / active EE | $3,545 | $4,914-27.9% | $4,413-19.7% | $6,689-47.0% |
| Admin fee / account holder | $2,814 | $10,246-72.5% | $8,282-66.0% | $13,398-79.0% |