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.)
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 | $13,252 | $88,672-85.1% | $105,223-87.4% | $82,448-83.9% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 27.45% | 30.86%-3.4pp | 180.65%-153.2pp | 41.64%-14.2pp |
| Employer contribution / active EE | $1,807 | $3,048-40.7% | $3,689-51.0% | $2,551-29.1% |
| Participant deferral / active EE | $3,369 | $4,036-16.5% | $5,072-33.6% | $4,139-18.6% |
| Admin fee / account holder | $1,551 | $7,146-78.3% | $8,859-82.5% | $7,234-78.6% |