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 4-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 | $8,719 | $49,915-82.5% | $154,803-94.4% | $74,304-88.3% |
| Participation rate | 88.2% | 54.0%+34.2pp | 78.1%+10.1pp | 60.3%+27.8pp |
| Annual return | 13.11% | 34.06%-20.9pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $969 | $1,611-39.9% | $4,305-77.5% | $2,241-56.8% |
| Participant deferral / active EE | $2,102 | $2,255-6.8% | $5,540-62.1% | $3,767-44.2% |
| Admin fee / account holder | $1,085 | $2,189-50.4% | $14,329-92.4% | $2,969-63.5% |