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.
See the 10-year trajectory. $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 | $12,312 | $89,652-86.3% | $141,162-91.3% | $65,185-81.1% |
| Participation rate | 90.4% | 74.7%+15.7pp | 82.5%+7.9pp | 70.2%+20.2pp |
| Annual return | 25.45% | 32.79%-7.3pp | 71.39%-45.9pp | 29.38%-3.9pp |
| Employer contribution / active EE | $874 | $3,065-71.5% | $4,735-81.5% | $2,177-59.8% |
| Participant deferral / active EE | $3,016 | $5,691-47.0% | $6,709-55.0% | $3,514-14.2% |
| Admin fee / account holder | $375 | $569-34.0% | $10,261-96.3% | $847-55.7% |