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.
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 | $1,457 | $51,638-97.2% | $68,368-97.9% | $82,448-98.2% |
| Participation rate | 83.9% | 63.6%+20.3pp | 73.8%+10.1pp | 68.1%+15.8pp |
| Annual return | 25.91% | 37.53%-11.6pp | 292.57%-266.7pp | 41.64%-15.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,058 | $2,914-63.7% | $4,123-74.3% | $4,139-74.4% |
| Admin fee / account holder | $480 | $4,643-89.7% | $5,150-90.7% | $7,234-93.4% |