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 | $18,558 | $68,868-73.1% | $183,328-89.9% | $67,986-72.7% |
| Participation rate | 96.4% | 57.0%+39.3pp | 77.3%+19.0pp | 57.2%+39.1pp |
| Annual return | 41.74% | 28.80%+12.9pp | 29.67%+12.1pp | 31.67%+10.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $5,055-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,902 | $4,364+35.2% | $6,795-13.2% | $3,358+75.7% |
| Admin fee / account holder | $2,508 | $3,805-34.1% | $21,427-88.3% | $3,203-21.7% |