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 | $11,697 | $93,571-87.5% | $135,903-91.4% | $75,163-84.4% |
| Participation rate | 98.7% | 75.2%+23.6pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 97.75% | 30.90%+66.8pp | 68.23%+29.5pp | 160.62%-62.9pp |
| Employer contribution / active EE | $1,547 | $3,537-56.3% | $4,856-68.1% | $2,670-42.1% |
| Participant deferral / active EE | $3,788 | $6,404-40.8% | $7,758-51.2% | $4,125-8.2% |
| Admin fee / account holder | $449 | $6,975-93.6% | $10,762-95.8% | $5,651-92.0% |