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 9-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 | $13,193 | $58,655-77.5% | $91,989-85.7% | $65,185-79.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 36.94% | 33.92%+3.0pp | 69.02%-32.1pp | 29.38%+7.6pp |
| Employer contribution / active EE | $2,540 | $2,080+22.1% | $3,452-26.4% | $2,177+16.7% |
| Participant deferral / active EE | $4,949 | $5,474-9.6% | $5,923-16.4% | $3,514+40.8% |
| Admin fee / account holder | $1,171 | $434+169.7% | $7,743-84.9% | $847+38.2% |