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 | $45,312-92.6% | $86,233-96.1% | $67,986-95.1% |
| Participation rate | 72.9% | 42.4%+30.5pp | 69.0%+3.9pp | 57.2%+15.7pp |
| Annual return | 17.31% | 24.79%-7.5pp | 61.39%-44.1pp | 31.67%-14.4pp |
| Employer contribution / active EE | $413 | $1,160-64.4% | $2,504-83.5% | $2,019-79.5% |
| Participant deferral / active EE | $1,312 | $2,185-39.9% | $4,559-71.2% | $3,358-60.9% |
| Admin fee / account holder | $1,050 | $3,295-68.1% | $8,342-87.4% | $3,203-67.2% |