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 | $5,984 | $59,535-89.9% | $90,160-93.4% | $62,292-90.4% |
| Participation rate | 73.9% | 73.0%+0.9pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 22.48% | 23.53%-1.0pp | 34.88%-12.4pp | 28.90%-6.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,222 | $4,639-52.1% | $5,288-58.0% | $3,169-29.9% |
| Admin fee / account holder | $338 | $337+0.3% | $5,943-94.3% | $479-29.6% |