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 | $69,454-73.3% | $180,183-89.7% | $74,304-75.0% |
| Participation rate | 96.4% | 61.8%+34.6pp | 77.4%+18.9pp | 60.3%+36.0pp |
| Annual return | 41.74% | 25.86%+15.9pp | 27.86%+13.9pp | 29.43%+12.3pp |
| Employer contribution / active EE | $0 | $3,155-100.0% | $5,039-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,902 | $4,662+26.6% | $6,822-13.5% | $3,767+56.7% |
| Admin fee / account holder | $2,508 | $3,036-17.4% | $19,975-87.4% | $2,969-15.5% |