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 9-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 | $7,114 | $66,124-89.2% | $90,404-92.1% | $73,488-90.3% |
| Participation rate | 84.7% | 69.7%+15.0pp | 72.7%+12.0pp | 70.7%+14.0pp |
| Annual return | 17.99% | 17.65%+0.3pp | 1293.02%-1275.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $822 | $2,346-65.0% | $3,262-74.8% | $2,270-63.8% |
| Participant deferral / active EE | $1,645 | $3,039-45.9% | $3,963-58.5% | $3,740-56.0% |
| Admin fee / account holder | $1,594 | $396+302.2% | $5,611-71.6% | $513+210.6% |