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 5-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 | $5,765 | $66,098-91.3% | $101,794-94.3% | $74,304-92.2% |
| Participation rate | 90.6% | 53.8%+36.8pp | 69.2%+21.4pp | 60.3%+30.2pp |
| Annual return | 20.42% | 19.59%+0.8pp | 30.53%-10.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $524 | $1,082-51.6% | $2,289-77.1% | $2,241-76.6% |
| Participant deferral / active EE | $1,310 | $2,781-52.9% | $4,084-67.9% | $3,767-65.2% |
| Admin fee / account holder | $796 | $4,146-80.8% | $8,777-90.9% | $2,969-73.2% |