See peer percentile detail. $4.99 for 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,298 | $80,717-94.7% | $154,803-97.2% | $84,808-94.9% |
| Participation rate | 92.7% | 66.8%+25.9pp | 78.1%+14.6pp | 68.3%+24.4pp |
| Annual return | 21.32% | 37.96%-16.6pp | 58.88%-37.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,508 | $2,761-45.4% | $4,305-65.0% | $2,631-42.7% |
| Participant deferral / active EE | $1,381 | $3,303-58.2% | $5,540-75.1% | $4,212-67.2% |
| Admin fee / account holder | $1,513 | $6,746-77.6% | $14,329-89.4% | $7,344-79.4% |