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 | $511,601 | $159,934+219.9% | $147,005+248.0% | $145,959+250.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 46.90% | 98.24%-51.3pp | 418.76%-371.9pp | 561.95%-515.1pp |
| Employer contribution / active EE | $1,249 | $5,287-76.4% | $4,934-74.7% | $4,661-73.2% |
| Participant deferral / active EE | $7,750 | $8,427-8.0% | $8,070-4.0% | $6,689+15.9% |
| Admin fee / account holder | $338 | $15,053-97.8% | $13,006-97.4% | $13,398-97.5% |