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 10-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 | $21,137 | $91,407-76.9% | $135,903-84.4% | $71,457-70.4% |
| Participation rate | 78.7% | 75.7%+3.0pp | 81.9%-3.2pp | 67.9%+10.8pp |
| Annual return | 21.89% | 29.90%-8.0pp | 68.23%-46.3pp | 28.85%-7.0pp |
| Employer contribution / active EE | $1,880 | $3,703-49.2% | $4,856-61.3% | $2,588-27.4% |
| Participant deferral / active EE | $4,330 | $7,092-38.9% | $7,758-44.2% | $4,289+1.0% |
| Admin fee / account holder | $884 | $1,266-30.2% | $10,762-91.8% | $1,587-44.3% |