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 | $277,657 | $178,174+55.8% | $156,181+77.8% | $137,256+102.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 19.24% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,798 | $4,972-43.7% | $4,294-34.8% | $4,156-32.7% |
| Participant deferral / active EE | $13,133 | $6,888+90.7% | $6,132+114.2% | $6,407+105.0% |
| Admin fee / account holder | $1,213 | $17,404-93.0% | $14,586-91.7% | $12,270-90.1% |