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 | $261,096 | $183,592+42.2% | $155,567+67.8% | $145,959+78.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.78% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,612 | $5,315-50.8% | $4,674-44.1% | $4,661-43.9% |
| Participant deferral / active EE | $4,313 | $6,464-33.3% | $5,628-23.4% | $6,689-35.5% |
| Admin fee / account holder | $1,829 | $19,318-90.5% | $15,916-88.5% | $13,398-86.3% |