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 | $4,070 | $47,105-91.4% | $68,368-94.0% | $67,986-94.0% |
| Participation rate | 81.0% | 51.8%+29.2pp | 73.8%+7.2pp | 57.2%+23.7pp |
| Annual return | 39.69% | 48.37%-8.7pp | 292.57%-252.9pp | 31.67%+8.0pp |
| Employer contribution / active EE | $1,298 | $1,859-30.2% | $2,649-51.0% | $2,019-35.7% |
| Participant deferral / active EE | $1,597 | $2,374-32.7% | $4,123-61.3% | $3,358-52.4% |
| Admin fee / account holder | $1,032 | $2,435-57.6% | $5,150-80.0% | $3,203-67.8% |