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 4-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 | $9,058 | $51,045-82.3% | $70,515-87.2% | $71,457-87.3% |
| Participation rate | 99.1% | 59.4%+39.7pp | 68.3%+30.7pp | 67.9%+31.2pp |
| Annual return | 33.28% | 42.63%-9.3pp | 32.77%+0.5pp | 28.85%+4.4pp |
| Employer contribution / active EE | $2,062 | $1,790+15.2% | $2,973-30.6% | $2,588-20.3% |
| Participant deferral / active EE | $2,920 | $3,026-3.5% | $4,567-36.1% | $4,289-31.9% |
| Admin fee / account holder | $443 | $1,994-77.8% | $6,412-93.1% | $1,587-72.1% |