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 6-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 | $463,251 | $172,111+169.2% | $150,298+208.2% | $137,256+237.5% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 10.13% | 69.37%-59.2pp | 62.79%-52.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $16,062 | $4,636+246.4% | $4,154+286.6% | $4,156+286.5% |
| Participant deferral / active EE | $11,583 | $6,166+87.9% | $5,453+112.4% | $6,407+80.8% |
| Admin fee / account holder | $14,436 | $16,471-12.4% | $14,116+2.3% | $12,270+17.7% |