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 | $9,126 | $95,453-90.4% | $112,040-91.9% | $82,448-88.9% |
| Participation rate | 89.9% | 72.8%+17.1pp | 76.5%+13.4pp | 68.1%+21.8pp |
| Annual return | 14.12% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $748 | $2,318-67.7% | $2,954-74.7% | $2,551-70.7% |
| Participant deferral / active EE | $2,589 | $4,224-38.7% | $5,098-49.2% | $4,139-37.4% |
| Admin fee / account holder | $420 | $9,013-95.3% | $12,098-96.5% | $7,234-94.2% |