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 6-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 | $21,016 | $88,360-76.2% | $145,433-85.5% | $67,986-69.1% |
| Participation rate | 89.0% | 65.5%+23.5pp | 82.1%+6.9pp | 57.2%+31.8pp |
| Annual return | 24.98% | 63.15%-38.2pp | 66.58%-41.6pp | 31.67%-6.7pp |
| Employer contribution / active EE | $2,347 | $3,054-23.2% | $4,554-48.5% | $2,019+16.3% |
| Participant deferral / active EE | $4,481 | $5,932-24.5% | $7,897-43.3% | $3,358+33.4% |
| Admin fee / account holder | $827 | $3,313-75.0% | $13,129-93.7% | $3,203-74.2% |