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 4-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 | $6,161 | $48,750-87.4% | $88,946-93.1% | $74,304-91.7% |
| Participation rate | 88.4% | 44.5%+43.9pp | 68.8%+19.5pp | 60.3%+28.0pp |
| Annual return | 18.91% | 25.91%-7.0pp | 57.82%-38.9pp | 29.43%-10.5pp |
| Employer contribution / active EE | $802 | $1,255-36.1% | $2,555-68.6% | $2,241-64.2% |
| Participant deferral / active EE | $1,208 | $2,423-50.1% | $4,581-73.6% | $3,767-67.9% |
| Admin fee / account holder | $502 | $3,756-86.6% | $8,261-93.9% | $2,969-83.1% |