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 10-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 | $5,102 | $63,764-92.0% | $81,930-93.8% | $79,858-93.6% |
| Participation rate | 76.8% | 67.5%+9.3pp | 72.0%+4.8pp | 69.6%+7.2pp |
| Annual return | 13.47% | 22.66%-9.2pp | 29.49%-16.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,719 | $2,780-38.2% | $7,107-75.8% | $3,740-54.0% |
| Admin fee / account holder | $653 | $4,426-85.2% | $5,158-87.3% | $5,306-87.7% |