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 | $76,407-94.4% | $150,298-97.1% | $82,448-94.8% |
| Participation rate | 92.7% | 66.4%+26.3pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 21.32% | 39.99%-18.7pp | 62.79%-41.5pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,508 | $2,614-42.3% | $4,154-63.7% | $2,551-40.9% |
| Participant deferral / active EE | $1,381 | $3,214-57.0% | $5,453-74.7% | $4,139-66.6% |
| Admin fee / account holder | $1,513 | $6,352-76.2% | $14,116-89.3% | $7,234-79.1% |