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.
Employer 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 | $8,785 | $109,881-92.0% | $150,045-94.1% | $84,808-89.6% |
| Participation rate | 77.9% | 76.1%+1.8pp | 82.3%-4.4pp | 68.3%+9.6pp |
| Annual return | 53.86% | 28.25%+25.6pp | 62.55%-8.7pp | 40.90%+13.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,768 | $6,636-58.3% | $7,997-65.4% | $4,212-34.3% |
| Admin fee / account holder | $447 | $8,568-94.8% | $13,435-96.7% | $7,344-93.9% |