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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 | $14,230 | $78,520-81.9% | $96,576-85.3% | $82,448-82.7% |
| Participation rate | 63.4% | 77.7%-14.3pp | 81.4%-18.0pp | 68.1%-4.7pp |
| Annual return | 28.28% | 41.30%-13.0pp | 38.47%-10.2pp | 41.64%-13.4pp |
| Employer contribution / active EE | $2,155 | $2,630-18.0% | $3,553-39.3% | $2,551-15.5% |
| Participant deferral / active EE | $3,396 | $6,754-49.7% | $7,956-57.3% | $4,139-18.0% |
| Admin fee / account holder | $1,659 | $13,455-87.7% | $11,381-85.4% | $7,234-77.1% |