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 | $382,639 | $111,535+243.1% | $105,223+263.6% | $137,256+178.8% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 21.14% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,124 | $3,939-71.5% | $3,689-69.5% | $4,156-73.0% |
| Participant deferral / active EE | $5,425 | $5,500-1.4% | $5,072+7.0% | $6,407-15.3% |
| Admin fee / account holder | $5,187 | $9,721-46.6% | $8,859-41.4% | $12,270-57.7% |