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 | $316,713 | $149,040+112.5% | $120,225+163.4% | $137,256+130.7% |
| Participation rate | 46.7% | 75.4%-28.8pp | 69.6%-22.9pp | 80.0%-33.3pp |
| Annual return | 14.51% | 605.68%-591.2pp | 439.23%-424.7pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,322 | $4,350-0.7% | $3,475+24.4% | $4,156+4.0% |
| Participant deferral / active EE | $8,507 | $4,655+82.8% | $3,999+112.8% | $6,407+32.8% |
| Admin fee / account holder | $9,019 | $6,348+42.1% | $5,696+58.3% | $12,270-26.5% |