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 | $12,471 | $85,766-85.5% | $136,294-90.8% | $70,131-82.2% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 79.03% | 31.45%+47.6pp | 5155.94%-5076.9pp | 73.14%+5.9pp |
| Employer contribution / active EE | $1,636 | $2,966-44.8% | $4,695-65.2% | $2,342-30.2% |
| Participant deferral / active EE | $6,152 | $5,051+21.8% | $6,247-1.5% | $3,332+84.7% |
| Admin fee / account holder | $546 | $5,420-89.9% | $9,243-94.1% | $4,645-88.2% |