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 | $52,374 | $45,343+15.5% | $150,298-65.2% | $67,986-23.0% |
| Participation rate | 36.8% | 51.9%-15.1pp | 77.8%-41.0pp | 57.2%-20.5pp |
| Annual return | 13.43% | 33.28%-19.8pp | 62.79%-49.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $230 | $1,462-84.2% | $4,154-94.5% | $2,019-88.6% |
| Participant deferral / active EE | $1,964 | $2,055-4.4% | $5,453-64.0% | $3,358-41.5% |
| Admin fee / account holder | $33,545 | $2,250+1391.0% | $14,116+137.6% | $3,203+947.2% |