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 8-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 | $15,024 | $101,317-85.2% | $146,958-89.8% | $74,495-79.8% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.3pp |
| Annual return | 21.12% | 8730.91%-8709.8pp | 418.34%-397.2pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $1,923 | $3,810-49.5% | $4,933-61.0% | $2,623-26.7% |
| Participant deferral / active EE | $4,096 | $7,303-43.9% | $8,070-49.2% | $4,346-5.7% |
| Admin fee / account holder | $1,314 | $1,739-24.4% | $12,998-89.9% | $1,942-32.3% |