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 3-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 | $732,861 | $180,749+305.5% | $160,784+355.8% | $137,256+433.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.85% | 2234.46%-2218.6pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,413 | $4,155-66.0% | $3,733-62.1% | $4,156-66.0% |
| Participant deferral / active EE | $17,333 | $6,844+153.3% | $6,293+175.4% | $6,407+170.5% |
| Admin fee / account holder | $3,220 | $10,397-69.0% | $9,717-66.9% | $12,270-73.8% |