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 7-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 | $19,625 | $109,413-82.1% | $156,263-87.4% | $84,808-76.9% |
| Participation rate | 98.9% | 72.7%+26.2pp | 78.9%+20.0pp | 68.3%+30.6pp |
| Annual return | 18.47% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,050 | $2,907-29.5% | $4,333-52.7% | $2,631-22.1% |
| Participant deferral / active EE | $3,124 | $4,590-31.9% | $6,158-49.3% | $4,212-25.8% |
| Admin fee / account holder | $724 | $9,357-92.3% | $14,255-94.9% | $7,344-90.1% |