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 | $6,630 | $93,571-92.9% | $135,903-95.1% | $75,163-91.2% |
| Participation rate | 79.2% | 75.2%+4.0pp | 81.9%-2.7pp | 67.2%+12.0pp |
| Annual return | 19.54% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,465 | $3,537-2.0% | $4,856-28.6% | $2,670+29.8% |
| Participant deferral / active EE | $5,195 | $6,404-18.9% | $7,758-33.0% | $4,125+25.9% |
| Admin fee / account holder | $1,009 | $6,975-85.5% | $10,762-90.6% | $5,651-82.1% |