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 | $264,241 | $161,352+63.8% | $134,172+96.9% | $137,256+92.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 19.27% | 28.72%-9.5pp | 25.30%-6.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,660 | $4,099+38.1% | $3,420+65.5% | $4,156+36.2% |
| Participant deferral / active EE | $9,351 | $5,552+68.4% | $4,690+99.4% | $6,407+45.9% |
| Admin fee / account holder | $2,781 | $15,028-81.5% | $12,016-76.9% | $12,270-77.3% |