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 | $12,252 | $98,750-87.6% | $149,696-91.8% | $79,858-84.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 18.10% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $5,294 | $3,216+64.6% | $4,644+14.0% | $2,471+114.3% |
| Participant deferral / active EE | $2,813 | $5,680-50.5% | $6,842-58.9% | $3,740-24.8% |
| Admin fee / account holder | $383 | $6,053-93.7% | $9,309-95.9% | $5,306-92.8% |