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 | $10,338 | $94,625-89.1% | $116,228-91.1% | $84,808-87.8% |
| Participation rate | 81.7% | 70.4%+11.2pp | 74.6%+7.1pp | 68.3%+13.4pp |
| Annual return | 19.85% | 20.40%-0.6pp | 90.06%-70.2pp | 40.90%-21.0pp |
| Employer contribution / active EE | $918 | $2,347-60.9% | $2,994-69.3% | $2,631-65.1% |
| Participant deferral / active EE | $2,009 | $3,972-49.4% | $4,953-59.4% | $4,212-52.3% |
| Admin fee / account holder | $984 | $10,091-90.2% | $11,989-91.8% | $7,344-86.6% |