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 | $24,922 | $51,604-51.7% | $129,295-80.7% | $80,874-69.2% |
| Participation rate | 24.4% | 57.0%-32.5pp | 69.6%-45.2pp | 67.6%-43.2pp |
| Annual return | 33.97% | 20.76%+13.2pp | 9429.28%-9395.3pp | 35.62%-1.7pp |
| Employer contribution / active EE | $828 | $1,585-47.7% | $4,157-80.1% | $2,756-69.9% |
| Participant deferral / active EE | $2,457 | $2,670-8.0% | $4,169-41.1% | $4,297-42.8% |
| Admin fee / account holder | $583 | $4,310-86.5% | $7,665-92.4% | $6,935-91.6% |