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 | $15,573 | $82,664-81.2% | $125,339-87.6% | $68,494-77.3% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -11.01% | -5.97%-5.0pp | 572.05%-583.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,239 | $3,381-33.8% | $4,814-53.5% | $2,596-13.8% |
| Participant deferral / active EE | $4,073 | $6,110-33.4% | $7,446-45.3% | $4,027+1.1% |
| Admin fee / account holder | $409 | $6,275-93.5% | $10,010-95.9% | $5,403-92.4% |