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 | $43,348 | $87,166-50.3% | $76,735-43.5% | $137,256-68.4% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.5%-0.7pp | 80.0%-11.2pp |
| Annual return | 16.71% | 26.50%-9.8pp | 29.77%-13.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,344 | $2,904-53.7% | $2,454-45.2% | $4,156-67.7% |
| Participant deferral / active EE | $1,674 | $4,726-64.6% | $4,088-59.0% | $6,407-73.9% |
| Admin fee / account holder | $740 | $8,403-91.2% | $7,189-89.7% | $12,270-94.0% |