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 8-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 | $4,728 | $84,233-94.4% | $170,442-97.2% | $70,131-93.3% |
| Participation rate | 90.1% | 70.8%+19.3pp | 83.6%+6.5pp | 69.5%+20.6pp |
| Annual return | 23.93% | 23.06%+0.9pp | 205.93%-182.0pp | 73.14%-49.2pp |
| Employer contribution / active EE | $880 | $3,387-74.0% | $5,433-83.8% | $2,342-62.4% |
| Participant deferral / active EE | $1,146 | $3,086-62.8% | $4,939-76.8% | $3,332-65.6% |
| Admin fee / account holder | $397 | $5,698-93.0% | $13,880-97.1% | $4,645-91.4% |