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 4-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 | $3,343 | $48,750-93.1% | $88,946-96.2% | $74,304-95.5% |
| Participation rate | 72.9% | 44.5%+28.5pp | 68.8%+4.1pp | 60.3%+12.6pp |
| Annual return | 17.31% | 25.91%-8.6pp | 57.82%-40.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $413 | $1,255-67.1% | $2,555-83.8% | $2,241-81.6% |
| Participant deferral / active EE | $1,312 | $2,423-45.8% | $4,581-71.4% | $3,767-65.2% |
| Admin fee / account holder | $1,050 | $3,756-72.1% | $8,261-87.3% | $2,969-64.6% |