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 | $36,398 | $132,049-72.4% | $200,582-81.9% | $74,304-51.0% |
| Participation rate | 95.0% | 84.1%+10.9pp | 86.9%+8.1pp | 60.3%+34.7pp |
| Annual return | 15.92% | 22.22%-6.3pp | 42.33%-26.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,108 | $4,558-53.8% | $6,419-67.2% | $2,241-5.9% |
| Participant deferral / active EE | $6,004 | $7,213-16.8% | $9,331-35.7% | $3,767+59.4% |
| Admin fee / account holder | $4,238 | $2,405+76.3% | $16,305-74.0% | $2,969+42.8% |