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 | $75,968 | $154,228-50.7% | $145,433-47.8% | $137,256-44.7% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 1461.16% | 74.59%+1386.6pp | 66.58%+1394.6pp | 220.34%+1240.8pp |
| Employer contribution / active EE | $2,246 | $4,804-53.2% | $4,554-50.7% | $4,156-46.0% |
| Participant deferral / active EE | $3,457 | $8,216-57.9% | $7,897-56.2% | $6,407-46.0% |
| Admin fee / account holder | $3,453 | $14,344-75.9% | $13,129-73.7% | $12,270-71.9% |