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 | $3,015 | $88,634-96.6% | $101,326-97.0% | $74,304-95.9% |
| Participation rate | 95.6% | 76.9%+18.7pp | 81.5%+14.1pp | 60.3%+35.2pp |
| Annual return | 107.19% | 33.10%+74.1pp | 36.82%+70.4pp | 29.43%+77.8pp |
| Employer contribution / active EE | $1,366 | $2,930-53.4% | $3,665-62.7% | $2,241-39.0% |
| Participant deferral / active EE | $1,760 | $7,322-76.0% | $7,994-78.0% | $3,767-53.3% |
| Admin fee / account holder | $352 | $2,425-85.5% | $11,185-96.9% | $2,969-88.1% |