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 | $278,140 | $159,934+73.9% | $147,005+89.2% | $145,959+90.6% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 11.45% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,032 | $5,287-80.5% | $4,934-79.1% | $4,661-77.9% |
| Participant deferral / active EE | $3,129 | $8,427-62.9% | $8,070-61.2% | $6,689-53.2% |
| Admin fee / account holder | $8,466 | $15,053-43.8% | $13,006-34.9% | $13,398-36.8% |