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 | $95,803-90.5% | $113,168-91.9% | $84,808-89.2% |
| Participation rate | 89.9% | 72.9%+17.0pp | 76.6%+13.3pp | 68.3%+21.5pp |
| Annual return | 14.12% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $748 | $2,360-68.3% | $2,975-74.8% | $2,631-71.6% |
| Participant deferral / active EE | $2,589 | $4,242-39.0% | $5,107-49.3% | $4,212-38.5% |
| Admin fee / account holder | $420 | $8,989-95.3% | $12,068-96.5% | $7,344-94.3% |