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 | $58,627-95.9% | $76,735-96.8% | $82,448-97.1% |
| Participation rate | 70.9% | 63.2%+7.7pp | 69.5%+1.4pp | 68.1%+2.9pp |
| Annual return | 24.11% | 39.10%-15.0pp | 29.77%-5.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $494 | $1,729-71.4% | $2,454-79.9% | $2,551-80.6% |
| Participant deferral / active EE | $1,103 | $3,134-64.8% | $4,088-73.0% | $4,139-73.3% |
| Admin fee / account holder | $373 | $5,323-93.0% | $7,189-94.8% | $7,234-94.8% |