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 8-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 | $291,554 | $67,823+329.9% | $52,425+456.1% | $137,256+112.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 18.60% | 219.11%-200.5pp | 302.12%-283.5pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,631 | $1,163+40.3% | $914+78.4% | $4,156-60.7% |
| Participant deferral / active EE | $17,375 | $2,288+659.4% | $1,790+870.4% | $6,407+171.2% |
| Admin fee / account holder | $1,108 | $2,844-61.1% | $2,495-55.6% | $12,270-91.0% |