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 | $23,769 | $80,724-70.6% | $103,333-77.0% | $74,495-68.1% |
| Participation rate | 70.9% | 65.7%+5.2pp | 74.5%-3.6pp | 67.2%+3.7pp |
| Annual return | 11.89% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,687 | $3,157-14.9% | $3,868-30.5% | $2,623+2.4% |
| Participant deferral / active EE | $2,091 | $3,860-45.8% | $5,057-58.6% | $4,346-51.9% |
| Admin fee / account holder | $3,501 | $2,368+47.9% | $8,355-58.1% | $1,942+80.3% |