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 | $375,858 | $111,814+236.1% | $93,654+301.3% | $145,959+157.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 22.79% | 203.30%-180.5pp | 133.34%-110.6pp | 561.95%-539.2pp |
| Employer contribution / active EE | $1,365 | $3,092-55.8% | $2,421-43.6% | $4,661-70.7% |
| Participant deferral / active EE | $3,604 | $4,914-26.7% | $4,413-18.3% | $6,689-46.1% |
| Admin fee / account holder | $9,299 | $10,246-9.2% | $8,282+12.3% | $13,398-30.6% |