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 3-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 | $2,429 | $60,892-96.0% | $82,389-97.1% | $84,808-97.1% |
| Participation rate | 70.9% | 63.3%+7.7pp | 69.5%+1.4pp | 68.3%+2.6pp |
| Annual return | 24.11% | 37.29%-13.2pp | 28.67%-4.6pp | 40.90%-16.8pp |
| Employer contribution / active EE | $494 | $1,779-72.2% | $2,517-80.4% | $2,631-81.2% |
| Participant deferral / active EE | $1,103 | $3,179-65.3% | $4,155-73.4% | $4,212-73.8% |
| Admin fee / account holder | $373 | $5,467-93.2% | $7,231-94.8% | $7,344-94.9% |