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 | $15,632 | $78,672-80.1% | $109,143-85.7% | $85,850-81.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.74% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,404 | $2,735+24.5% | $3,722-8.5% | $2,565+32.7% |
| Participant deferral / active EE | $2,013 | $3,467-41.9% | $4,653-56.7% | $3,952-49.1% |
| Admin fee / account holder | $796 | $5,469-85.4% | $6,752-88.2% | $6,260-87.3% |