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 | $11,707 | $53,127-78.0% | $86,590-86.5% | $70,131-83.3% |
| Participation rate | 87.8% | 65.3%+22.5pp | 73.5%+14.2pp | 69.5%+18.2pp |
| Annual return | 21.25% | 27.66%-6.4pp | 964.84%-943.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $487 | $2,068-76.4% | $2,839-82.8% | $2,342-79.2% |
| Participant deferral / active EE | $1,176 | $2,696-56.4% | $3,609-67.4% | $3,332-64.7% |
| Admin fee / account holder | $455 | $3,585-87.3% | $4,906-90.7% | $4,645-90.2% |