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 7-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 | $8,817 | $69,362-87.3% | $101,248-91.3% | $73,488-88.0% |
| Participation rate | 85.5% | 68.4%+17.1pp | 75.8%+9.7pp | 70.7%+14.8pp |
| Annual return | 23.82% | 18.46%+5.4pp | 46.47%-22.7pp | 28.51%-4.7pp |
| Employer contribution / active EE | $1,405 | $2,628-46.6% | $3,660-61.6% | $2,270-38.1% |
| Participant deferral / active EE | $2,476 | $3,300-25.0% | $4,370-43.3% | $3,740-33.8% |
| Admin fee / account holder | $1,472 | $704+109.2% | $5,945-75.2% | $513+186.8% |