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 | $11,715 | $58,264-79.9% | $86,612-86.5% | $71,457-83.6% |
| Participation rate | 99.3% | 65.0%+34.3pp | 71.7%+27.6pp | 67.9%+31.4pp |
| Annual return | 64.11% | 21.63%+42.5pp | 591.07%-527.0pp | 28.85%+35.3pp |
| Employer contribution / active EE | $2,381 | $2,574-7.5% | $3,022-21.2% | $2,588-8.0% |
| Participant deferral / active EE | $2,931 | $3,436-14.7% | $4,438-34.0% | $4,289-31.7% |
| Admin fee / account holder | $2,580 | $1,057+144.1% | $5,614-54.0% | $1,587+62.6% |