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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $11,320 | $56,317-79.9% | $71,209-84.1% | $74,304-84.8% |
| Participation rate | 67.6% | 55.1%+12.5pp | 73.8%-6.2pp | 60.3%+7.2pp |
| Annual return | 52.20% | 42.83%+9.4pp | 282.51%-230.3pp | 29.43%+22.8pp |
| Employer contribution / active EE | $1,433 | $2,160-33.7% | $2,721-47.3% | $2,241-36.1% |
| Participant deferral / active EE | $2,982 | $2,788+7.0% | $4,175-28.6% | $3,767-20.8% |
| Admin fee / account holder | $2,041 | $2,290-10.9% | $5,349-61.8% | $2,969-31.3% |