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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,170 | $80,724-87.4% | $103,333-90.2% | $74,495-86.3% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 9.37% | 27.56%-18.2pp | 24.88%-15.5pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,282 | $3,860-40.9% | $5,057-54.9% | $4,346-47.5% |
| Admin fee / account holder | $1,915 | $2,368-19.1% | $8,355-77.1% | $1,942-1.4% |