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 10-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 | $13,119 | $76,050-82.7% | $96,544-86.4% | $71,457-81.6% |
| Participation rate | 91.3% | 74.4%+16.9pp | 76.0%+15.3pp | 67.9%+23.3pp |
| Annual return | 16.85% | 22.81%-6.0pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,863 | $2,244-17.0% | $2,965-37.2% | $2,588-28.0% |
| Participant deferral / active EE | $3,352 | $4,215-20.5% | $4,851-30.9% | $4,289-21.8% |
| Admin fee / account holder | $2,770 | $2,707+2.3% | $8,252-66.4% | $1,587+74.5% |