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 7-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 | $29,847 | $88,083-66.1% | $164,813-81.9% | $74,495-59.9% |
| Participation rate | 91.3% | 73.0%+18.2pp | 78.6%+12.7pp | 67.2%+24.1pp |
| Annual return | 14.57% | 17.26%-2.7pp | 69.93%-55.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,784 | $2,593+7.4% | $4,341-35.9% | $2,623+6.1% |
| Participant deferral / active EE | $4,377 | $4,498-2.7% | $6,031-27.4% | $4,346+0.7% |
| Admin fee / account holder | $1,949 | $2,234-12.7% | $12,690-84.6% | $1,942+0.4% |