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 | $21,352 | $69,763-69.4% | $67,502-68.4% | $74,495-71.3% |
| Participation rate | 45.0% | 71.4%-26.3pp | 72.9%-27.8pp | 67.2%-22.2pp |
| Annual return | 18.84% | -40.34%+59.2pp | 3512.12%-3493.3pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $954 | $2,704-64.7% | $2,731-65.0% | $2,623-63.6% |
| Participant deferral / active EE | $1,722 | $3,636-52.6% | $4,000-56.9% | $4,346-60.4% |
| Admin fee / account holder | $1,395 | $896+55.7% | $3,998-65.1% | $1,942-28.2% |