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 | $11,709 | $85,298-86.3% | $90,160-87.0% | - |
| Participation rate | 81.5% | 70.9%+10.6pp | 76.9%+4.6pp | - |
| Annual return | 70.87% | 7.88%+63.0pp | 34.88%+36.0pp | - |
| Employer contribution / active EE | $1,884 | $1,460+29.0% | $3,318-43.2% | - |
| Participant deferral / active EE | $4,695 | $4,522+3.8% | $5,288-11.2% | - |
| Admin fee / account holder | $660 | $1,320-50.0% | $5,943-88.9% | - |