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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,795 | $154,228-93.6% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 35.39% | 74.59%-39.2pp | 66.58%-31.2pp | 220.34%-185.0pp |
| Employer contribution / active EE | $2,214 | $4,804-53.9% | $4,554-51.4% | $4,156-46.7% |
| Participant deferral / active EE | $2,426 | $8,216-70.5% | $7,897-69.3% | $6,407-62.1% |
| Admin fee / account holder | $2,021 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |