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 | $6,690 | $71,192-90.6% | $117,854-94.3% | $62,292-89.3% |
| Participation rate | 76.8% | 74.2%+2.6pp | 79.7%-2.9pp | 69.5%+7.3pp |
| Annual return | 25.77% | 18.66%+7.1pp | 335.08%-309.3pp | 28.90%-3.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,670 | $3,189-47.6% | $4,482-62.7% | $3,169-47.3% |
| Admin fee / account holder | $449 | $587-23.5% | $8,020-94.4% | $479-6.3% |