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 | $22,922 | $80,753-71.6% | $136,294-83.2% | $62,292-63.2% |
| Participation rate | 96.2% | 73.5%+22.7pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 37.79% | 35.83%+2.0pp | 5155.94%-5118.1pp | 28.90%+8.9pp |
| Employer contribution / active EE | $2,725 | $2,884-5.5% | $4,695-42.0% | $2,042+33.5% |
| Participant deferral / active EE | $4,524 | $5,164-12.4% | $6,247-27.6% | $3,169+42.8% |
| Admin fee / account holder | $2,980 | $525+467.1% | $9,243-67.8% | $479+521.6% |