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 | $88,087-66.1% | $164,866-81.9% | $74,546-60.0% |
| Participation rate | 91.3% | 73.1%+18.2pp | 78.6%+12.7pp | 67.2%+24.1pp |
| Annual return | 14.57% | 17.27%-2.7pp | 69.97%-55.4pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,784 | $2,595+7.3% | $4,343-35.9% | $2,624+6.1% |
| Participant deferral / active EE | $4,377 | $4,499-2.7% | $6,033-27.4% | $4,347+0.7% |
| Admin fee / account holder | $1,949 | $2,232-12.6% | $12,689-84.6% | $1,944+0.3% |