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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,049 | $51,638-78.6% | $68,368-83.8% | $82,448-86.6% |
| Participation rate | 15.2% | 63.6%-48.4pp | 73.8%-58.6pp | 68.1%-52.9pp |
| Annual return | 194.68% | 37.53%+157.1pp | 292.57%-97.9pp | 41.64%+153.0pp |
| Employer contribution / active EE | $113 | $2,047-94.5% | $2,649-95.7% | $2,551-95.6% |
| Participant deferral / active EE | $697 | $2,914-76.1% | $4,123-83.1% | $4,139-83.2% |
| Admin fee / account holder | $4,208 | $4,643-9.4% | $5,150-18.3% | $7,234-41.8% |