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 | $35,583 | $159,934-77.8% | $147,005-75.8% | $145,959-75.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 55.08% | 98.24%-43.2pp | 418.76%-363.7pp | 561.95%-506.9pp |
| Employer contribution / active EE | $1,586 | $5,287-70.0% | $4,934-67.9% | $4,661-66.0% |
| Participant deferral / active EE | $3,620 | $8,427-57.0% | $8,070-55.1% | $6,689-45.9% |
| Admin fee / account holder | $858 | $15,053-94.3% | $13,006-93.4% | $13,398-93.6% |