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 | $295,925 | $180,749+63.7% | $160,784+84.1% | $137,256+115.6% |
| Participation rate | 41.2% | 80.0%-38.8pp | 77.0%-35.8pp | 80.0%-38.8pp |
| Annual return | 13.17% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,947 | $4,155-53.1% | $3,733-47.8% | $4,156-53.2% |
| Participant deferral / active EE | $6,046 | $6,844-11.7% | $6,293-3.9% | $6,407-5.6% |
| Admin fee / account holder | $3,004 | $10,397-71.1% | $9,717-69.1% | $12,270-75.5% |