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 8-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 | $47,909 | $122,239-60.8% | $184,200-74.0% | $74,546-35.7% |
| Participation rate | 81.3% | 85.5%-4.2pp | 86.8%-5.6pp | 67.2%+14.0pp |
| Annual return | 21.98% | 19.95%+2.0pp | 28.80%-6.8pp | 1366.03%-1344.1pp |
| Employer contribution / active EE | $3,981 | $4,537-12.3% | $6,424-38.0% | $2,624+51.7% |
| Participant deferral / active EE | $8,725 | $7,139+22.2% | $9,132-4.5% | $4,347+100.7% |
| Admin fee / account holder | $6,104 | $1,260+384.6% | $13,907-56.1% | $1,944+214.1% |