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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $12,567 | $154,228-91.9% | $145,433-91.4% | $137,256-90.8% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 60.45% | 74.59%-14.1pp | 66.58%-6.1pp | 220.34%-159.9pp |
| Employer contribution / active EE | $1,877 | $4,804-60.9% | $4,554-58.8% | $4,156-54.8% |
| Participant deferral / active EE | $5,524 | $8,216-32.8% | $7,897-30.1% | $6,407-13.8% |
| Admin fee / account holder | $577 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |