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 | $10,752 | $63,346-83.0% | $92,233-88.3% | $70,131-84.7% |
| Participation rate | 94.6% | 68.7%+25.9pp | 76.5%+18.1pp | 69.5%+25.0pp |
| Annual return | 22.31% | 530.12%-507.8pp | 176.28%-154.0pp | 73.14%-50.8pp |
| Employer contribution / active EE | $4,092 | $2,471+65.6% | $3,679+11.2% | $2,342+74.7% |
| Participant deferral / active EE | $1,699 | $2,854-40.5% | $3,897-56.4% | $3,332-49.0% |
| Admin fee / account holder | $947 | $3,840-75.3% | $5,194-81.8% | $4,645-79.6% |