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 8-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 | $19,023 | $79,171-76.0% | $102,423-81.4% | $74,495-74.5% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.9pp | 67.2%+24.1pp |
| Annual return | 17.42% | 54.93%-37.5pp | 29.32%-11.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,202 | $2,362-49.1% | $3,023-60.2% | $2,623-54.2% |
| Participant deferral / active EE | $2,646 | $4,415-40.1% | $5,053-47.6% | $4,346-39.1% |
| Admin fee / account holder | $940 | $2,001-53.0% | $9,451-90.1% | $1,942-51.6% |