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 | $30,626 | $122,239-74.9% | $184,203-83.4% | $74,495-58.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.29% | 19.95%-3.7pp | 28.81%-12.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $2,274 | $4,537-49.9% | $6,427-64.6% | $2,623-13.3% |
| Participant deferral / active EE | $3,896 | $7,139-45.4% | $9,131-57.3% | $4,346-10.3% |
| Admin fee / account holder | $4,445 | $1,260+252.8% | $13,901-68.0% | $1,942+128.9% |