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.
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 | $12,385 | $159,934-92.3% | $147,005-91.6% | $145,959-91.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 19.75% | 98.24%-78.5pp | 418.76%-399.0pp | 561.95%-542.2pp |
| Employer contribution / active EE | $4,541 | $5,287-14.1% | $4,934-8.0% | $4,661-2.6% |
| Participant deferral / active EE | $5,924 | $8,427-29.7% | $8,070-26.6% | $6,689-11.4% |
| Admin fee / account holder | $3,508 | $15,053-76.7% | $13,006-73.0% | $13,398-73.8% |