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 | $365,127 | $178,174+104.9% | $156,181+133.8% | $137,256+166.0% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 21.66% | 84.19%-62.5pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,524 | $4,972-69.3% | $4,294-64.5% | $4,156-63.3% |
| Participant deferral / active EE | $4,619 | $6,888-32.9% | $6,132-24.7% | $6,407-27.9% |
| Admin fee / account holder | $17,821 | $17,404+2.4% | $14,586+22.2% | $12,270+45.2% |