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 8-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 | $7,160 | $47,922-85.1% | $75,886-90.6% | $65,185-89.0% |
| Participation rate | 97.6% | 63.0%+34.6pp | 69.3%+28.3pp | 70.2%+27.4pp |
| Annual return | 38.35% | 24.12%+14.2pp | 30.76%+7.6pp | 29.38%+9.0pp |
| Employer contribution / active EE | $3,447 | $1,557+121.4% | $2,500+37.9% | $2,177+58.4% |
| Participant deferral / active EE | $1,546 | $2,550-39.4% | $3,603-57.1% | $3,514-56.0% |
| Admin fee / account holder | $378 | $532-28.9% | $5,418-93.0% | $847-55.4% |