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 | $26,159 | $57,590-54.6% | $86,233-69.7% | $82,448-68.3% |
| Participation rate | 65.6% | 57.9%+7.7pp | 69.0%-3.5pp | 68.1%-2.5pp |
| Annual return | 26.93% | 22.41%+4.5pp | 61.39%-34.5pp | 41.64%-14.7pp |
| Employer contribution / active EE | $5,644 | $1,655+241.0% | $2,504+125.4% | $2,551+121.2% |
| Participant deferral / active EE | $3,276 | $3,080+6.4% | $4,559-28.1% | $4,139-20.8% |
| Admin fee / account holder | $988 | $4,730-79.1% | $8,342-88.2% | $7,234-86.3% |