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 9-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 | $28,680 | $101,317-71.7% | $146,958-80.5% | $74,495-61.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 15.50% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,652 | $3,810-56.7% | $4,933-66.5% | $2,623-37.0% |
| Participant deferral / active EE | $6,521 | $7,303-10.7% | $8,070-19.2% | $4,346+50.1% |
| Admin fee / account holder | $5,397 | $1,739+210.4% | $12,998-58.5% | $1,942+178.0% |