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 | $56,317-92.8% | $71,209-94.3% | $74,304-94.5% |
| Participation rate | 81.0% | 55.1%+25.8pp | 73.8%+7.2pp | 60.3%+20.6pp |
| Annual return | 39.69% | 42.83%-3.1pp | 282.51%-242.8pp | 29.43%+10.3pp |
| Employer contribution / active EE | $1,298 | $2,160-39.9% | $2,721-52.3% | $2,241-42.1% |
| Participant deferral / active EE | $1,597 | $2,788-42.7% | $4,175-61.7% | $3,767-57.6% |
| Admin fee / account holder | $1,032 | $2,290-54.9% | $5,349-80.7% | $2,969-65.2% |