Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $6,161 | $45,312-86.4% | $86,233-92.9% | $67,986-90.9% |
| Participation rate | 88.4% | 42.4%+46.0pp | 69.0%+19.4pp | 57.2%+31.2pp |
| Annual return | 18.91% | 24.79%-5.9pp | 61.39%-42.5pp | 31.67%-12.8pp |
| Employer contribution / active EE | $802 | $1,160-30.8% | $2,504-68.0% | $2,019-60.3% |
| Participant deferral / active EE | $1,208 | $2,185-44.7% | $4,559-73.5% | $3,358-64.0% |
| Admin fee / account holder | $502 | $3,295-84.8% | $8,342-94.0% | $3,203-84.3% |