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 | $1,259 | $80,717-98.4% | $154,803-99.2% | $84,808-98.5% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 24.41% | 37.96%-13.6pp | 58.88%-34.5pp | 40.90%-16.5pp |
| Employer contribution / active EE | $537 | $2,761-80.6% | $4,305-87.5% | $2,631-79.6% |
| Participant deferral / active EE | $1,128 | $3,303-65.8% | $5,540-79.6% | $4,212-73.2% |
| Admin fee / account holder | $415 | $6,746-93.9% | $14,329-97.1% | $7,344-94.4% |