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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,221 | $81,233-50.5% | $155,567-74.1% | $80,874-50.3% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 7.29% | 33.33%-26.0pp | 64.74%-57.4pp | 35.62%-28.3pp |
| Employer contribution / active EE | $1,158 | $3,101-62.6% | $4,674-75.2% | $2,756-58.0% |
| Participant deferral / active EE | $5,091 | $3,452+47.5% | $5,628-9.5% | $4,297+18.5% |
| Admin fee / account holder | $1,311 | $7,998-83.6% | $15,916-91.8% | $6,935-81.1% |