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 | $8,483 | $98,727-91.4% | $113,168-92.5% | $85,563-90.1% |
| Participation rate | 98.1% | 80.8%+17.3pp | 76.6%+21.5pp | 66.0%+32.1pp |
| Annual return | 98.74% | 17.43%+81.3pp | 24.27%+74.5pp | 31.51%+67.2pp |
| Employer contribution / active EE | $2,383 | $2,907-18.0% | $2,975-19.9% | $2,654-10.2% |
| Participant deferral / active EE | $3,412 | $5,424-37.1% | $5,107-33.2% | $4,375-22.0% |
| Admin fee / account holder | $710 | $357+99.0% | $12,068-94.1% | $834-14.9% |