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 7-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 | $18,750 | $176,811-89.4% | $146,958-87.2% | - |
| Participation rate | 72.7% | 76.9%-4.2pp | 82.2%-9.4pp | - |
| Annual return | 19.48% | 11.56%+7.9pp | 418.34%-398.9pp | - |
| Employer contribution / active EE | $2,321 | $3,294-29.5% | $4,933-53.0% | - |
| Participant deferral / active EE | $5,771 | $6,900-16.4% | $8,070-28.5% | - |
| Admin fee / account holder | $2,871 | $27,451-89.5% | $12,998-77.9% | - |