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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,671 | $89,588-98.1% | $136,007-98.8% | $77,643-97.8% |
| Participation rate | 70.9% | 74.3%-3.4pp | 76.5%-5.5pp | 70.6%+0.4pp |
| Annual return | 98.81% | 17.42%+81.4pp | 579.32%-480.5pp | 31.24%+67.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,217-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $593 | $5,591-89.4% | $7,025-91.6% | $4,647-87.2% |
| Admin fee / account holder | $304 | $539-43.6% | $6,858-95.6% | $430-29.4% |