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 | $25,010 | $100,923-75.2% | $150,045-83.3% | $74,304-66.3% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.3%+15.7pp | 60.3%+37.7pp |
| Annual return | 37.07% | 51.77%-14.7pp | 62.55%-25.5pp | 29.43%+7.6pp |
| Employer contribution / active EE | $9,885 | $3,463+185.4% | $4,693+110.6% | $2,241+341.1% |
| Participant deferral / active EE | $5,884 | $6,709-12.3% | $7,997-26.4% | $3,767+56.2% |
| Admin fee / account holder | $2,808 | $2,767+1.5% | $13,435-79.1% | $2,969-5.4% |