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 | $339,129 | $172,111+97.0% | $150,298+125.6% | $137,256+147.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 12.89% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,098 | $4,636-33.2% | $4,154-25.4% | $4,156-25.5% |
| Participant deferral / active EE | $6,374 | $6,166+3.4% | $5,453+16.9% | $6,407-0.5% |
| Admin fee / account holder | $1,612 | $16,471-90.2% | $14,116-88.6% | $12,270-86.9% |