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 | $17,217 | $59,417-71.0% | $93,606-81.6% | $74,495-76.9% |
| Participation rate | 89.6% | 59.7%+30.0pp | 68.7%+20.9pp | 67.2%+22.4pp |
| Annual return | 11.90% | 81.83%-69.9pp | 133.20%-121.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,203 | $3,050+5.0% | $4,411-27.4% | $4,346-26.3% |
| Admin fee / account holder | $3,183 | $3,021+5.4% | $8,285-61.6% | $1,942+63.9% |