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 | $14,208 | $91,552-84.5% | $133,956-89.4% | $79,858-82.2% |
| Participation rate | 93.0% | 73.3%+19.6pp | 79.8%+13.1pp | 69.6%+23.3pp |
| Annual return | 18.35% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $616 | $2,384-74.2% | $3,919-84.3% | $2,471-75.1% |
| Participant deferral / active EE | $2,628 | $3,733-29.6% | $5,048-47.9% | $3,740-29.7% |
| Admin fee / account holder | $1,283 | $6,321-79.7% | $8,927-85.6% | $5,306-75.8% |