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.)
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 | $21,497 | $101,317-78.8% | $146,958-85.4% | $74,495-71.1% |
| Participation rate | 63.6% | 75.5%-12.0pp | 82.2%-18.6pp | 67.2%-3.6pp |
| Annual return | 20.40% | 8730.91%-8710.5pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $2,365 | $3,810-37.9% | $4,933-52.1% | $2,623-9.8% |
| Participant deferral / active EE | $3,268 | $7,303-55.3% | $8,070-59.5% | $4,346-24.8% |
| Admin fee / account holder | $1,665 | $1,739-4.2% | $12,998-87.2% | $1,942-14.2% |