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 4-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 | $8,048 | $93,571-91.4% | $135,903-94.1% | $75,163-89.3% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 31.81% | 30.90%+0.9pp | 68.23%-36.4pp | 160.62%-128.8pp |
| Employer contribution / active EE | $2,346 | $3,537-33.7% | $4,856-51.7% | $2,670-12.1% |
| Participant deferral / active EE | $4,167 | $6,404-34.9% | $7,758-46.3% | $4,125+1.0% |
| Admin fee / account holder | $1,879 | $6,975-73.1% | $10,762-82.5% | $5,651-66.8% |