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 | $10,375 | $71,883-85.6% | $86,677-88.0% | $68,494-84.9% |
| Participation rate | 97.0% | 72.2%+24.8pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -17.85% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,545 | $2,173+17.1% | $2,836-10.3% | $2,596-2.0% |
| Participant deferral / active EE | $3,519 | $3,779-6.9% | $4,656-24.4% | $4,027-12.6% |
| Admin fee / account holder | $628 | $6,112-89.7% | $7,493-91.6% | $5,403-88.4% |