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 7-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 | $24,055 | $99,957-75.9% | $149,696-83.9% | $73,488-67.3% |
| Participation rate | 98.2% | 75.7%+22.5pp | 82.5%+15.7pp | 70.7%+27.5pp |
| Annual return | 78.95% | 53.87%+25.1pp | 276.60%-197.7pp | 28.51%+50.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,560 | $6,073+57.4% | $6,842+39.7% | $3,740+155.6% |
| Admin fee / account holder | $857 | $551+55.7% | $9,309-90.8% | $513+67.1% |