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 5-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 | $6,372 | $88,634-92.8% | $101,326-93.7% | $74,304-91.4% |
| Participation rate | 81.3% | 76.9%+4.4pp | 81.5%-0.2pp | 60.3%+20.9pp |
| Annual return | 17.75% | 33.10%-15.3pp | 36.82%-19.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,283 | $2,930-56.2% | $3,665-65.0% | $2,241-42.7% |
| Participant deferral / active EE | $4,060 | $7,322-44.5% | $7,994-49.2% | $3,767+7.8% |
| Admin fee / account holder | $1,701 | $2,425-29.9% | $11,185-84.8% | $2,969-42.7% |