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 | $18,397 | $84,487-78.2% | $125,339-85.3% | $66,914-72.5% |
| Participation rate | 86.4% | 76.4%+10.0pp | 82.4%+4.0pp | 69.8%+16.6pp |
| Annual return | 331.71% | -8.39%+340.1pp | 572.05%-240.3pp | 1.58%+330.1pp |
| Employer contribution / active EE | $3,636 | $3,553+2.3% | $4,814-24.5% | $2,544+42.9% |
| Participant deferral / active EE | $6,990 | $6,781+3.1% | $7,446-6.1% | $4,237+65.0% |
| Admin fee / account holder | $829 | $685+21.0% | $10,010-91.7% | $593+39.7% |