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 | $16,433 | $56,897-71.1% | $84,750-80.6% | $62,891-73.9% |
| Participation rate | 98.0% | 68.5%+29.5pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 7.19% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,624 | $2,400-32.3% | $3,574-54.6% | $2,281-28.8% |
| Participant deferral / active EE | $1,986 | $2,709-26.7% | $3,712-46.5% | $3,203-38.0% |
| Admin fee / account holder | $1,625 | $3,581-54.6% | $5,332-69.5% | $4,296-62.2% |