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 10-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 | $9,670 | $59,101-83.6% | $77,163-87.5% | $75,163-87.1% |
| Participation rate | 98.2% | 63.9%+34.4pp | 69.6%+28.6pp | 67.2%+31.0pp |
| Annual return | 16.65% | 26.71%-10.1pp | 37.87%-21.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $764 | $1,995-61.7% | $2,535-69.9% | $2,670-71.4% |
| Participant deferral / active EE | $1,763 | $2,999-41.2% | $3,833-54.0% | $4,125-57.3% |
| Admin fee / account holder | $502 | $4,774-89.5% | $5,472-90.8% | $5,651-91.1% |