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 | $25,032 | $123,793-79.8% | $177,821-85.9% | $79,858-68.7% |
| Participation rate | 86.5% | 84.7%+1.8pp | 87.7%-1.3pp | 69.6%+16.8pp |
| Annual return | 23.47% | 22.82%+0.6pp | 48.32%-24.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,191 | $4,095-46.5% | $5,918-63.0% | $2,471-11.3% |
| Participant deferral / active EE | $5,710 | $5,956-4.1% | $7,714-26.0% | $3,740+52.7% |
| Admin fee / account holder | $2,835 | $7,243-60.9% | $12,427-77.2% | $5,306-46.6% |