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.)
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 | $44,403 | $100,004-55.6% | $81,438-45.5% | $145,959-69.6% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.5%-1.1pp | 80.3%-11.9pp |
| Annual return | 13.50% | 34.34%-20.8pp | 24.74%-11.2pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,721 | $2,970-42.1% | $2,460-30.1% | $4,661-63.1% |
| Participant deferral / active EE | $9,188 | $4,603+99.6% | $3,883+136.6% | $6,689+37.4% |
| Admin fee / account holder | $8,696 | $8,202+6.0% | $5,764+50.9% | $13,398-35.1% |