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 | $40,135 | $132,049-69.6% | $200,582-80.0% | $74,304-46.0% |
| Participation rate | 75.9% | 84.1%-8.1pp | 86.9%-11.0pp | 60.3%+15.6pp |
| Annual return | 22.05% | 22.22%-0.2pp | 42.33%-20.3pp | 29.43%-7.4pp |
| Employer contribution / active EE | $3,156 | $4,558-30.7% | $6,419-50.8% | $2,241+40.8% |
| Participant deferral / active EE | $7,458 | $7,213+3.4% | $9,331-20.1% | $3,767+98.0% |
| Admin fee / account holder | $5,335 | $2,405+121.9% | $16,305-67.3% | $2,969+79.7% |