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 | $17,183 | $59,159-71.0% | $159,960-89.3% | $66,914-74.3% |
| Participation rate | 99.1% | 68.1%+31.0pp | 78.0%+21.2pp | 69.8%+29.3pp |
| Annual return | -14.21% | -12.26%-2.0pp | 408.60%-422.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,898 | $1,983+46.2% | $4,226-31.4% | $2,544+13.9% |
| Participant deferral / active EE | $2,098 | $4,395-52.3% | $6,182-66.1% | $4,237-50.5% |
| Admin fee / account holder | $1,423 | $591+140.8% | $8,698-83.6% | $593+139.8% |