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 | $535,824 | $112,729+375.3% | $98,716+442.8% | $137,256+290.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 13.61% | 38.48%-24.9pp | 31.81%-18.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,668 | $2,725-2.1% | $2,279+17.1% | $4,156-35.8% |
| Participant deferral / active EE | $9,110 | $4,640+96.3% | $4,048+125.1% | $6,407+42.2% |
| Admin fee / account holder | $66,278 | $10,129+554.4% | $8,703+661.6% | $12,270+440.2% |