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 5-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 | $345,616 | $201,259+71.7% | $184,200+87.6% | $145,959+136.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.27% | 28.98%-10.7pp | 28.80%-10.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $17,598 | $7,018+150.7% | $6,424+173.9% | $4,661+277.6% |
| Participant deferral / active EE | $18,213 | $9,806+85.7% | $9,132+99.4% | $6,689+172.3% |
| Admin fee / account holder | $3,700 | $16,372-77.4% | $13,907-73.4% | $13,398-72.4% |