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 | $28,360 | $101,317-72.0% | $146,958-80.7% | $74,495-61.9% |
| Participation rate | 85.3% | 75.5%+9.8pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 18.47% | 8730.91%-8712.4pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,819 | $3,810+0.2% | $4,933-22.6% | $2,623+45.6% |
| Participant deferral / active EE | $4,126 | $7,303-43.5% | $8,070-48.9% | $4,346-5.1% |
| Admin fee / account holder | $977 | $1,739-43.8% | $12,998-92.5% | $1,942-49.7% |