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 8-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 | $16,180 | $74,927-78.4% | $101,794-84.1% | $84,808-80.9% |
| Participation rate | 81.2% | 61.4%+19.8pp | 69.2%+12.0pp | 68.3%+12.8pp |
| Annual return | 17.95% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,138 | $1,522+40.5% | $2,289-6.6% | $2,631-18.8% |
| Participant deferral / active EE | $2,033 | $3,099-34.4% | $4,084-50.2% | $4,212-51.7% |
| Admin fee / account holder | $526 | $6,514-91.9% | $8,777-94.0% | $7,344-92.8% |