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 | $7,773 | $81,446-90.5% | $103,374-92.5% | $80,874-90.4% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 13.35% | 25.57%-12.2pp | 24.89%-11.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,254 | $3,107-59.6% | $3,869-67.6% | $2,756-54.5% |
| Participant deferral / active EE | $2,822 | $3,870-27.1% | $5,058-44.2% | $4,297-34.3% |
| Admin fee / account holder | $944 | $6,715-85.9% | $8,394-88.8% | $6,935-86.4% |