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 | $8,787 | $89,355-90.2% | $141,162-93.8% | $72,985-88.0% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 22.41% | 111.85%-89.4pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,583 | $3,114-49.2% | $4,735-66.6% | $2,440-35.1% |
| Participant deferral / active EE | $2,486 | $5,418-54.1% | $6,709-62.9% | $3,607-31.1% |
| Admin fee / account holder | $361 | $5,958-93.9% | $10,261-96.5% | $5,124-92.9% |