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 9-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 | $14,305 | $65,376-78.1% | $87,100-83.6% | $65,185-78.1% |
| Participation rate | 94.4% | 75.3%+19.1pp | 76.9%+17.6pp | 70.2%+24.2pp |
| Annual return | 37.21% | 31.27%+5.9pp | 28.19%+9.0pp | 29.38%+7.8pp |
| Employer contribution / active EE | $2,614 | $1,822+43.4% | $2,521+3.7% | $2,177+20.1% |
| Participant deferral / active EE | $4,611 | $3,388+36.1% | $4,049+13.9% | $3,514+31.2% |
| Admin fee / account holder | $1,031 | $520+98.4% | $7,497-86.2% | $847+21.7% |