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 | $8,334 | $86,929-90.4% | $102,423-91.9% | $80,856-89.7% |
| Participation rate | 90.2% | 72.4%+17.8pp | 76.5%+13.7pp | 67.6%+22.6pp |
| Annual return | 20.12% | 18.88%+1.2pp | 29.32%-9.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $964 | $2,369-59.3% | $3,023-68.1% | $2,755-65.0% |
| Participant deferral / active EE | $2,246 | $4,118-45.5% | $5,053-55.5% | $4,296-47.7% |
| Admin fee / account holder | $1,547 | $8,049-80.8% | $9,451-83.6% | $6,918-77.6% |