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 | $5,055 | $56,317-91.0% | $71,209-92.9% | $74,304-93.2% |
| Participation rate | 72.8% | 55.1%+17.7pp | 73.8%-0.9pp | 60.3%+12.5pp |
| Annual return | 18.32% | 42.83%-24.5pp | 282.51%-264.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $899 | $2,788-67.8% | $4,175-78.5% | $3,767-76.1% |
| Admin fee / account holder | $766 | $2,290-66.5% | $5,349-85.7% | $2,969-74.2% |