Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $3,667 | $45,312-91.9% | $86,233-95.7% | $67,986-94.6% |
| Participation rate | 79.5% | 42.4%+37.1pp | 69.0%+10.5pp | 57.2%+22.3pp |
| Annual return | 16.17% | 24.79%-8.6pp | 61.39%-45.2pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,009 | $1,160-13.0% | $2,504-59.7% | $2,019-50.0% |
| Participant deferral / active EE | $1,094 | $2,185-49.9% | $4,559-76.0% | $3,358-67.4% |
| Admin fee / account holder | $2,433 | $3,295-26.2% | $8,342-70.8% | $3,203-24.1% |