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 | $12,235 | $82,917-85.2% | $103,333-88.2% | $77,643-84.2% |
| Participation rate | 96.3% | 71.6%+24.7pp | 74.5%+21.8pp | 70.6%+25.7pp |
| Annual return | 12.55% | 19.13%-6.6pp | 24.88%-12.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,543 | $3,552-28.4% | $3,868-34.3% | $2,726-6.7% |
| Participant deferral / active EE | $2,852 | $4,108-30.6% | $5,057-43.6% | $4,647-38.6% |
| Admin fee / account holder | $782 | $638+22.6% | $8,355-90.6% | $430+81.7% |