Unlock peer percentile detail for $4.99 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 | $2,428 | $45,312-94.6% | $86,233-97.2% | $67,986-96.4% |
| Participation rate | 90.9% | 42.4%+48.5pp | 69.0%+21.9pp | 57.2%+33.7pp |
| Annual return | 151.12% | 24.79%+126.3pp | 61.39%+89.7pp | 31.67%+119.5pp |
| Employer contribution / active EE | $512 | $1,160-55.9% | $2,504-79.6% | $2,019-74.7% |
| Participant deferral / active EE | $1,956 | $2,185-10.5% | $4,559-57.1% | $3,358-41.8% |
| Admin fee / account holder | $321 | $3,295-90.3% | $8,342-96.2% | $3,203-90.0% |