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 | $25,621 | $62,146-58.8% | $81,438-68.5% | $74,546-65.6% |
| Participation rate | 30.3% | 64.1%-33.7pp | 69.5%-39.2pp | 67.2%-36.9pp |
| Annual return | 23.11% | 16.49%+6.6pp | 24.74%-1.6pp | 1366.03%-1342.9pp |
| Employer contribution / active EE | $1,862 | $1,883-1.1% | $2,460-24.3% | $2,624-29.1% |
| Participant deferral / active EE | $3,038 | $3,229-5.9% | $3,883-21.8% | $4,347-30.1% |
| Admin fee / account holder | $450 | $1,922-76.6% | $5,764-92.2% | $1,944-76.8% |