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 5-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 | $3,261 | $81,248-96.0% | $155,509-97.9% | $80,856-96.0% |
| Participation rate | 96.1% | 66.2%+29.9pp | 78.2%+17.9pp | 67.6%+28.5pp |
| Annual return | 12.78% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $687 | $3,100-77.8% | $4,672-85.3% | $2,755-75.1% |
| Participant deferral / active EE | $2,339 | $3,452-32.2% | $5,626-58.4% | $4,296-45.6% |
| Admin fee / account holder | $1,334 | $7,997-83.3% | $15,912-91.6% | $6,918-80.7% |