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.
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).
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 | $44,146 | $58,778-24.9% | $129,207-65.8% | $77,643-43.1% |
| Participation rate | 33.5% | 59.2%-25.7pp | 69.6%-36.1pp | 70.6%-37.1pp |
| Annual return | 121.29% | 24.73%+96.6pp | 9417.33%-9296.0pp | 31.24%+90.0pp |
| Employer contribution / active EE | $982 | $1,952-49.7% | $4,153-76.3% | $2,726-64.0% |
| Participant deferral / active EE | $1,869 | $3,212-41.8% | $4,168-55.2% | $4,647-59.8% |
| Admin fee / account holder | $5,300 | $589+799.2% | $7,715-31.3% | $430+1131.4% |