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 | $86,944-79.0% | $107,525-83.0% | $74,304-75.4% |
| Participation rate | 85.0% | 59.6%+25.4pp | 75.1%+9.9pp | 60.3%+24.6pp |
| Annual return | 17.48% | 23.52%-6.0pp | 181.32%-163.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,039 | $2,757-62.3% | $3,754-72.3% | $2,241-53.6% |
| Participant deferral / active EE | $3,849 | $3,554+8.3% | $5,116-24.8% | $3,767+2.2% |
| Admin fee / account holder | $3,367 | $3,727-9.7% | $8,919-62.3% | $2,969+13.4% |