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 | $15,720 | $57,354-72.6% | $83,848-81.3% | $64,186-75.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.46% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,509 | $2,545-40.7% | $3,631-58.4% | $2,381-36.6% |
| Participant deferral / active EE | $2,655 | $2,993-11.3% | $4,082-35.0% | $3,470-23.5% |
| Admin fee / account holder | $489 | $4,046-87.9% | $5,478-91.1% | $4,888-90.0% |