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 3-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 | $17,981 | $100,923-82.2% | $150,045-88.0% | $74,304-75.8% |
| Participation rate | 76.1% | 70.1%+6.0pp | 82.3%-6.2pp | 60.3%+15.8pp |
| Annual return | 20.84% | 51.77%-30.9pp | 62.55%-41.7pp | 29.43%-8.6pp |
| Employer contribution / active EE | $1,745 | $3,463-49.6% | $4,693-62.8% | $2,241-22.1% |
| Participant deferral / active EE | $2,994 | $6,709-55.4% | $7,997-62.6% | $3,767-20.5% |
| Admin fee / account holder | $1,349 | $2,767-51.2% | $13,435-90.0% | $2,969-54.6% |