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 | $88,360-90.7% | $145,433-94.4% | $67,986-88.0% |
| Participation rate | 86.8% | 65.5%+21.3pp | 82.1%+4.7pp | 57.2%+29.6pp |
| Annual return | 42.20% | 63.15%-20.9pp | 66.58%-24.4pp | 31.67%+10.5pp |
| Employer contribution / active EE | $1,423 | $3,054-53.4% | $4,554-68.7% | $2,019-29.5% |
| Participant deferral / active EE | $3,566 | $5,932-39.9% | $7,897-54.8% | $3,358+6.2% |
| Admin fee / account holder | $363 | $3,313-89.0% | $13,129-97.2% | $3,203-88.7% |