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 | $20,334 | $99,957-79.7% | $149,696-86.4% | $73,488-72.3% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.5%+12.5pp | 70.7%+24.3pp |
| Annual return | 19.94% | 53.87%-33.9pp | 276.60%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $715 | $3,191-77.6% | $4,644-84.6% | $2,270-68.5% |
| Participant deferral / active EE | $3,775 | $6,073-37.8% | $6,842-44.8% | $3,740+0.9% |
| Admin fee / account holder | $619 | $551+12.4% | $9,309-93.4% | $513+20.6% |