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.)
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 | $8,183 | $100,923-91.9% | $150,045-94.5% | $74,304-89.0% |
| Participation rate | 86.8% | 70.1%+16.7pp | 82.3%+4.5pp | 60.3%+26.5pp |
| Annual return | 42.20% | 51.77%-9.6pp | 62.55%-20.3pp | 29.43%+12.8pp |
| Employer contribution / active EE | $1,423 | $3,463-58.9% | $4,693-69.7% | $2,241-36.5% |
| Participant deferral / active EE | $3,566 | $6,709-46.8% | $7,997-55.4% | $3,767-5.3% |
| Admin fee / account holder | $363 | $2,767-86.9% | $13,435-97.3% | $2,969-87.8% |