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 5-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 | $17,277 | $82,664-79.1% | $125,339-86.2% | $68,494-74.8% |
| Participation rate | 90.1% | 75.0%+15.1pp | 82.4%+7.7pp | 67.9%+22.2pp |
| Annual return | -12.27% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $3,610 | $3,381+6.8% | $4,814-25.0% | $2,596+39.0% |
| Participant deferral / active EE | $7,660 | $6,110+25.4% | $7,446+2.9% | $4,027+90.2% |
| Admin fee / account holder | $1,105 | $6,275-82.4% | $10,010-89.0% | $5,403-79.5% |