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 | $4,457 | $26,549-83.2% | $61,373-92.7% | $66,914-93.3% |
| Participation rate | 100.0% | 38.1%+61.9pp | 52.6%+47.4pp | 69.8%+30.2pp |
| Annual return | 85.10% | -16.21%+101.3pp | 338.61%-253.5pp | 1.58%+83.5pp |
| Employer contribution / active EE | $463 | $651-28.9% | $1,159-60.0% | $2,544-81.8% |
| Participant deferral / active EE | $747 | $1,338-44.2% | $2,125-64.8% | $4,237-82.4% |
| Admin fee / account holder | $502 | $409+22.9% | $2,130-76.4% | $593-15.3% |