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 | $8,194 | $51,638-84.1% | $68,368-88.0% | $82,448-90.1% |
| Participation rate | 65.2% | 63.6%+1.6pp | 73.8%-8.5pp | 68.1%-2.9pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,201 | $2,914-58.8% | $4,123-70.9% | $4,139-71.0% |
| Admin fee / account holder | $337 | $4,643-92.7% | $5,150-93.5% | $7,234-95.3% |