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 | $25,110 | $76,785-67.3% | $56,441-55.5% | $145,959-82.8% |
| Participation rate | 35.0% | 63.2%-28.2pp | 52.5%-17.5pp | 80.3%-45.3pp |
| Annual return | 21.23% | 3000.51%-2979.3pp | 1704.21%-1683.0pp | 561.95%-540.7pp |
| Employer contribution / active EE | $2,167 | $1,381+57.0% | $1,039+108.6% | $4,661-53.5% |
| Participant deferral / active EE | $4,950 | $2,624+88.7% | $1,953+153.5% | $6,689-26.0% |
| Admin fee / account holder | $440 | $3,334-86.8% | $2,829-84.5% | $13,398-96.7% |