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 6-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 | $10,397 | $78,485-86.8% | $106,213-90.2% | $74,495-86.0% |
| Participation rate | 70.4% | 72.8%-2.5pp | 75.3%-4.9pp | 67.2%+3.2pp |
| Annual return | 17.38% | 15.95%+1.4pp | 116.14%-98.8pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,551 | $2,523-38.5% | $3,171-51.1% | $2,623-40.9% |
| Participant deferral / active EE | $2,186 | $4,322-49.4% | $5,016-56.4% | $4,346-49.7% |
| Admin fee / account holder | $738 | $2,232-66.9% | $11,033-93.3% | $1,942-62.0% |