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 9-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 | $12,056 | $95,762-87.4% | $379,746-96.8% | $79,858-84.9% |
| Participation rate | 92.1% | 74.0%+18.1pp | 78.4%+13.6pp | 69.6%+22.4pp |
| Annual return | 19.62% | 18.26%+1.4pp | 34.90%-15.3pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,647 | $2,695-38.9% | $3,540-53.5% | $2,471-33.4% |
| Participant deferral / active EE | $2,616 | $4,705-44.4% | $6,024-56.6% | $3,740-30.0% |
| Admin fee / account holder | $1,338 | $6,745-80.2% | $7,927-83.1% | $5,306-74.8% |