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 | $51,302 | $142,424-64.0% | $100,534-49.0% | $74,304-31.0% |
| Participation rate | 77.5% | 79.6%-2.1pp | 80.6%-3.2pp | 60.3%+17.1pp |
| Annual return | 21.65% | 27.53%-5.9pp | 32.66%-11.0pp | 29.43%-7.8pp |
| Employer contribution / active EE | $3,410 | $5,555-38.6% | $4,346-21.5% | $2,241+52.1% |
| Participant deferral / active EE | $7,605 | $8,247-7.8% | $6,144+23.8% | $3,767+101.9% |
| Admin fee / account holder | $7,365 | $1,986+270.9% | $7,654-3.8% | $2,969+148.1% |