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 | $14,906 | $79,428-81.2% | $106,548-86.0% | $79,386-81.2% |
| Participation rate | 82.4% | 74.1%+8.3pp | 76.1%+6.3pp | 70.7%+11.7pp |
| Annual return | 657.57% | 18.27%+639.3pp | 26.80%+630.8pp | 116.85%+540.7pp |
| Employer contribution / active EE | $7,405 | $2,234+231.4% | $2,819+162.7% | $2,427+205.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4,906 | $523+837.9% | $7,407-33.8% | $626+683.2% |