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 | $24,461 | $80,753-69.7% | $136,294-82.1% | $62,292-60.7% |
| Participation rate | 98.1% | 73.5%+24.6pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 33.05% | 35.83%-2.8pp | 5155.94%-5122.9pp | 28.90%+4.2pp |
| Employer contribution / active EE | $2,738 | $2,884-5.1% | $4,695-41.7% | $2,042+34.1% |
| Participant deferral / active EE | $6,540 | $5,164+26.6% | $6,247+4.7% | $3,169+106.4% |
| Admin fee / account holder | $577 | $525+9.9% | $9,243-93.8% | $479+20.4% |