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 | $2,557 | $56,317-95.5% | $71,209-96.4% | $74,304-96.6% |
| Participation rate | 85.9% | 55.1%+30.8pp | 73.8%+12.2pp | 60.3%+25.6pp |
| Annual return | 42.10% | 42.83%-0.7pp | 282.51%-240.4pp | 29.43%+12.7pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,231 | $2,788-20.0% | $4,175-46.6% | $3,767-40.8% |
| Admin fee / account holder | $558 | $2,290-75.6% | $5,349-89.6% | $2,969-81.2% |