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 | $23,781 | $79,700-70.2% | $153,485-84.5% | $74,495-68.1% |
| Participation rate | 86.9% | 69.8%+17.1pp | 77.1%+9.8pp | 67.2%+19.7pp |
| Annual return | 17.18% | 15.07%+2.1pp | 15.65%+1.5pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,225 | $4,016-19.7% | $5,039-36.0% | $2,623+22.9% |
| Participant deferral / active EE | $4,663 | $5,315-12.3% | $6,757-31.0% | $4,346+7.3% |
| Admin fee / account holder | $3,027 | $1,790+69.2% | $12,724-76.2% | $1,942+55.9% |