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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,199 | $51,638-95.7% | $68,368-96.8% | $82,448-97.3% |
| Participation rate | 58.1% | 63.6%-5.5pp | 73.8%-15.6pp | 68.1%-9.9pp |
| Annual return | 84.78% | 37.53%+47.2pp | 292.57%-207.8pp | 41.64%+43.1pp |
| Employer contribution / active EE | $447 | $2,047-78.1% | $2,649-83.1% | $2,551-82.5% |
| Participant deferral / active EE | $508 | $2,914-82.6% | $4,123-87.7% | $4,139-87.7% |
| Admin fee / account holder | $903 | $4,643-80.5% | $5,150-82.5% | $7,234-87.5% |