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 | $88,360-71.7% | $145,433-82.8% | $67,986-63.2% |
| Participation rate | 98.1% | 65.5%+32.6pp | 82.1%+15.9pp | 57.2%+40.9pp |
| Annual return | 37.07% | 63.15%-26.1pp | 66.58%-29.5pp | 31.67%+5.4pp |
| Employer contribution / active EE | $9,885 | $3,054+223.7% | $4,554+117.0% | $2,019+389.7% |
| Participant deferral / active EE | $5,884 | $5,932-0.8% | $7,897-25.5% | $3,358+75.2% |
| Admin fee / account holder | $2,808 | $3,313-15.2% | $13,129-78.6% | $3,203-12.3% |