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 | $18,295 | $83,369-78.1% | $105,223-82.6% | $67,986-73.1% |
| Participation rate | 85.0% | 56.3%+28.7pp | 75.0%+9.9pp | 57.2%+27.7pp |
| Annual return | 17.48% | 24.64%-7.2pp | 180.65%-163.2pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,039 | $2,541-59.1% | $3,689-71.8% | $2,019-48.5% |
| Participant deferral / active EE | $3,849 | $3,295+16.8% | $5,072-24.1% | $3,358+14.6% |
| Admin fee / account holder | $3,367 | $4,073-17.3% | $8,859-62.0% | $3,203+5.1% |